—
Net Worth Est.
$980.02KTrade volume
$0Total trades
-----Last Traded
----Stocks
$499.02K
Exchange Traded Funds (ETF)
$440K
Mutual Funds
$24K
Bank Accounts, Money Market Accounts and CDs
$8.5K
IRA (Held in Cash)
$8.5K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
VOO Selective Wealth Management IRA ⇒ Vanguard S&P 500 ETF (VOO) [EF]Exchange Traded Funds (ETF) | $250,001 - $500,000 | JT | Tax-Deferred | 2023 | |
META Selective Wealth Management IRA ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST]Stocks | $50,001 - $100,000 | JT | Tax-Deferred | 2023 | |
NOW Selective Wealth Management IRA ⇒ ServiceNow, Inc. Common Stock (NOW) [ST]Stocks | $15,001 - $50,000 | JT | Tax-Deferred | 2023 | |
VOO Selective Wealth Mgt Roth IRA ⇒ Vanguard S&P 500 ETF (VOO) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | Tax-Deferred | 2023 | |
V Selective Wealth Management IRA ⇒ Visa Inc. (V) [ST]Stocks | $15,001 - $50,000 | JT | Tax-Deferred | 2023 | |
BABA Selective Wealth Management IRA ⇒ Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST]Stocks | $15,001 - $50,000 | JT | Tax-Deferred | 2023 | |
OKTA Selective Wealth Management IRA ⇒ Okta, Inc. - Class A Common Stock (OKTA) [ST]Stocks | $15,001 - $50,000 | JT | Tax-Deferred | 2023 | |
VEEV Selective Wealth Management IRA ⇒ Veeva Systems Inc. Class A Common Stock (VEEV) [ST]Stocks | $15,001 - $50,000 | JT | Tax-Deferred | 2023 | |
CRM Selective Wealth Management IRA ⇒ Salesforce, Inc. Common Stock (CRM) [ST]Stocks | $15,001 - $50,000 | JT | Tax-Deferred | 2023 | |
DOCU Selective Wealth Management IRA ⇒ DocuSign, Inc. - Common Stock (DOCU) [ST]Stocks | $15,001 - $50,000 | JT | Tax-Deferred | 2023 | |
TWLO Selective Wealth Management IRA ⇒ Twilio Inc. Class A Common Stock (TWLO) [ST]Stocks | $15,001 - $50,000 | JT | Tax-Deferred | 2023 | |
VOO Selective Wealth Management IRA ⇒ Vanguard S&P 500 ETF (VOO) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
OKTA Selective Wealth Management IRA ⇒ Okta, Inc. - Class A Common Stock (OKTA) [ST]Stocks | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
PYPL Selective Wealth Management IRA ⇒ PayPal Holdings, Inc. - Common Stock (PYPL) [ST]Stocks | $1,001 - $15,000 | JT | Tax-Deferred | 2023 | |
CRM Selective Wealth Management IRA ⇒ Salesforce, Inc. Common Stock (CRM) [ST]Stocks | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
DOCU Selective Wealth Management IRA ⇒ DocuSign, Inc. - Common Stock (DOCU) [ST]Stocks | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
SSSYX Career Support Systems 401k ⇒ State Street Equity 500 Index Fund Class K (SSSYX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
VIMAX Career Support Systems 401k ⇒ Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
VSMAX Career Support Systems 401k ⇒ Vanguard Small Cap Index Fd Admiral Shs (VSMAX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
![Carter Bank & Trust checking account [BA]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Carter Bank & Trust checking account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2023 |
BABA Selective Wealth Management IRA ⇒ Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST]Stocks | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
BABA Selective Wealth Management IRA ⇒ Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST]Stocks | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- Selective Wealth Management IRA ⇒ Charles Schwab Bank [IH]IRA (Held in Cash) | $1,001 - $15,000 | JT | Tax-Deferred | 2023 | |
EVBG Selective Wealth Management IRA ⇒ Everbridge, Inc. - Common Stock (EVBG) [ST]Stocks | $1,001 - $15,000 | JT | Tax-Deferred | 2023 | |
INTC Selective Wealth Management IRA ⇒ Intel Corporation - Common Stock (INTC) [ST]Stocks | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
INTC Selective Wealth Management IRA ⇒ Intel Corporation - Common Stock (INTC) [ST]Stocks | $1,001 - $15,000 | JT | Tax-Deferred | 2023 | |
META Selective Wealth Management IRA ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST]Stocks | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
TWLO Selective Wealth Management IRA ⇒ Twilio Inc. Class A Common Stock (TWLO) [ST]Stocks | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
VEEV Selective Wealth Management IRA ⇒ Veeva Systems Inc. Class A Common Stock (VEEV) [ST]Stocks | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
BABA Selective Wealth Mgt Roth IRA ⇒ Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST]Stocks | $1,001 - $15,000 | JT | Tax-Deferred | 2023 | |
DOCU Selective Wealth Mgt Roth IRA ⇒ DocuSign, Inc. - Common Stock (DOCU) [ST]Stocks | $1,001 - $15,000 | JT | Tax-Deferred | 2023 | |
META Selective Wealth Mgt Roth IRA ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST]Stocks | $1,001 - $15,000 | JT | Tax-Deferred | 2023 | |
OKTA Selective Wealth Mgt Roth IRA ⇒ Okta, Inc. - Class A Common Stock (OKTA) [ST]Stocks | $1,001 - $15,000 | JT | Tax-Deferred | 2023 | |
CRM Selective Wealth Mgt Roth IRA ⇒ Salesforce, Inc. Common Stock (CRM) [ST]Stocks | $1,001 - $15,000 | JT | Tax-Deferred | 2023 | |
TWLO Selective Wealth Mgt Roth IRA ⇒ Twilio Inc. Class A Common Stock (TWLO) [ST]Stocks | $1,001 - $15,000 | JT | Tax-Deferred | 2023 | |
VEEV Selective Wealth Mgt Roth IRA ⇒ Veeva Systems Inc. Class A Common Stock (VEEV) [ST]Stocks | $1,001 - $15,000 | JT | Tax-Deferred | 2023 | |
V Selective Wealth Mgt Roth IRA ⇒ Visa Inc. (V) [ST]Stocks | $1,001 - $15,000 | JT | Tax-Deferred | 2023 | |
V Selective Wealth Management IRA ⇒ Visa Inc. (V) [ST]Stocks | $1 - $1,000 | SP | Tax-Deferred | 2023 | |
- Selective Wealth Mgt Roth IRA ⇒ Charles Schwab Bank [IH]IRA (Held in Cash) | $1 - $1,000 | JT | Tax-Deferred | 2023 | |
EVBG Selective Wealth Mgt Roth IRA ⇒ Everbridge, Inc. - Common Stock (EVBG) [ST]Stocks | $1 - $1,000 | JT | Tax-Deferred | 2023 | |
INTC Selective Wealth Mgt Roth IRA ⇒ Intel Corporation - Common Stock (INTC) [ST]Stocks | $1 - $1,000 | JT | Tax-Deferred | 2023 | |
PYPL Selective Wealth Mgt Roth IRA ⇒ PayPal Holdings, Inc. - Common Stock (PYPL) [ST]Stocks | $1 - $1,000 | JT | Tax-Deferred | 2023 | |
PYPL Selective Wealth Management IRA ⇒ PayPal Holdings, Inc. - Common Stock (PYPL) [ST]Stocks | $1 - $1,000 | SP | Tax-Deferred | 2023 | |
EVBG Selective Wealth Management IRA ⇒ Everbridge, Inc. - Common Stock (EVBG) [ST]Stocks | $1 - $1,000 | SP | Tax-Deferred | 2023 | |
NOW Selective Wealth Management IRA ⇒ ServiceNow, Inc. Common Stock (NOW) [ST]Stocks | $1 - $1,000 | SP | Tax-Deferred | 2023 | |
NOW Selective Wealth Mgt Roth IRA ⇒ ServiceNow, Inc. Common Stock (NOW) [ST]Stocks | $1 - $1,000 | JT | Tax-Deferred | 2023 | |
- Selective Wealth Management IRA ⇒ Charles Schwab Bank [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | SP | Tax-Deferred | 2023 | |
- Selective Wealth Management IRA [IH]IRA (Held in Cash) | $250,001 - $500,000 | $1,001 - $2,500 | Dividends | 2022 | |
- Carter Bank & Trust checking account [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $1 - $200 | Interest | 2022 |
- Selective Wealth Management IRA [IH]IRA (Held in Cash) | $15,001 - $50,000 | SP | $1 - $200 | Dividends | 2022 |
- Selective Wealth Management IRA [IH]IRA (Held in Cash) | $15,001 - $50,000 | $1 - $200 | Dividends | 2022 | |
- CSS 401k [IH]IRA (Held in Cash) | $15,001 - $50,000 | SP | 2022 | ||
- Selective Wealth Management IRA ⇒ Selective Wealth Management IRA [IH]IRA (Held in Cash) | $500,001 - $1,000,000 | JT | Tax-Deferred | 2021 | |
- Selective Wealth Management IRA ⇒ Selective Wealth Management IRA [IH]IRA (Held in Cash) | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
- Selective Wealth Management IRA ⇒ Selective Wealth Management ROTH [IH]IRA (Held in Cash) | $15,001 - $50,000 | JT | Tax-Deferred | 2021 | |
- Career Support Systems 401k ⇒ CSS 401k [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
- Carter Bank & Trust checking account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | 2021 |
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