—
Net Worth Est.
$193.51KTrade volume
$0Total trades
-----Last Traded
----Mutual Funds
$193.51K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![Mutual Funds ⇒ Vanguard Growth Index Admiral [MF]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Mutual Funds ⇒ Vanguard Growth Index Admiral [MF]Mutual Funds | $15,001 - $50,000 | $1 - $200 | Dividends | 2019 | |
- Mutual Funds ⇒ Dimensional Fund Advisors Intl Core Eqty Inst [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2019 | |
- Mutual Funds ⇒ Vanguard Value Index Admiral [MF]Mutual Funds | $15,001 - $50,000 | $1 - $200 | Dividends | 2019 | |
- Mutual Funds ⇒ Credit Susie Floating Rate High INcome I [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2019 | |
- Mutual Funds ⇒ Devenir [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Mutual Funds ⇒ IShares Trust Core S&P500 [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2019 | |
- Mutual Funds ⇒ IShares Trust MSCI [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2019 | |
- Mutual Funds ⇒ Pimco Investments Income Inst [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2019 | |
- Mutual Funds ⇒ Pimco Investments Intl Bonds [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2019 | |
- Mutual Funds ⇒ Alliance Bernstein [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2019 | |
- Mutual Funds ⇒ American Century Investments EMRG MKTS I [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2019 | |
- Mutual Funds ⇒ Carillon Family of Funds Eagle MID Cap Growth I [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains | 2019 | |
- Mutual Funds ⇒ Principal Funds Global Real Estate [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2019 | |
- Mutual Funds ⇒ Vanguard Mid Cap ETF [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2019 | |
- Mutual Funds ⇒ Vanguard Small CP ETF [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2019 | |
- Mutual Funds ⇒ Primecap Odyssey Funds [MF]Mutual Funds | None | $1,001 - $2,500 | Capital Gains | 2019 | |
- Mutual Funds ⇒ Legs Mason Funds Western Asset Core [MF]Mutual Funds | None | $1 - $200 | Dividends | 2019 | |
- Mutual Funds ⇒ MFS Funds Value I [MF]Mutual Funds | None | $201 - $1,000 | Dividends | 2019 | |
- Mutual Funds ⇒ American Century Heritage [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- Mutual Funds ⇒ Artisan Mid Cap Value [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains | 2018 | |
- Mutual Funds ⇒ Artisan Mid-Cap [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- Mutual Funds ⇒ Devenir [IH]IRA (Held in Cash) | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- Mutual Funds ⇒ Franklin Rising [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- Mutual Funds ⇒ Franklin Rising Dividends [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2018 | |
- Mutual Funds ⇒ US Global Investors Global Resources [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2018 | |
- Mutual Funds ⇒ Ivy Asset Strat [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- Mutual Funds ⇒ Oppenheimer Developing Markets [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- Mutual Funds ⇒ Oppenheimer Developing Markets [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains | 2018 | |
- Mutual Funds ⇒ Royce Dividend Value [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2018 | |
- Mutual Funds ⇒ Royce Dividend Value [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- Mutual Funds ⇒ Thornburg Income Builder [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2018 | |
- Mutual Funds ⇒ Thornburg Income Builder IRA [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- Mutual Funds ⇒ Ivy Asset Strat [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2018 | |
- Mutual Funds ⇒ US Global Investors Global Resources IRA [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- Mutual Funds ⇒ American Century Heritage [MF]Mutual Funds | $1,001 - $15,000 | Capital Gains | 2018 | ||
- Mutual Funds ⇒ American Century Heritage [MF]Mutual Funds | $1,001 - $15,000 | Capital Gains | 2017 | ||
- Mutual Funds ⇒ American Century Heritage [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- Mutual Funds ⇒ Artisan Mid Cap Value [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains | 2017 | |
- Mutual Funds ⇒ Artisan Mid-Cap [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- Mutual Funds ⇒ Devenir [IH]IRA (Held in Cash) | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- Mutual Funds ⇒ Franklin Rising [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- Mutual Funds ⇒ Franklin Rising Dividends [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2017 | |
- Mutual Funds ⇒ Ivy Asset strat [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2017 | |
- Mutual Funds ⇒ Ivy Asset strat [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- Mutual Funds ⇒ Oppenheimer Developing Markets [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains | 2017 | |
- Mutual Funds ⇒ Royce Dividend Value [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2017 | |
- Mutual Funds ⇒ Royce Dividend Value [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- Mutual Funds ⇒ Thornburg Income Builder [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2017 | |
- Mutual Funds ⇒ Thornburg Income Builder IRA [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- Mutual Funds ⇒ Us Global Investors Global Resources [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2017 | |
- Mutual Funds ⇒ Us Global Investors Global Resources IRA [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- Mutual Funds ⇒ Oppenheimer Developing Markets [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- Mutual Funds ⇒ American Century Heritage | $1,001 - $15,000 | Capital Gains | 2016 | ||
- Mutual Funds ⇒ American Century Heritage | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- Mutual Funds ⇒ Artisan Mid Cap Value | $1,001 - $15,000 | $201 - $1,000 | Capital Gains | 2016 | |
- Mutual Funds ⇒ Artisan Mid-Cap | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- Mutual Funds ⇒ Franklin Rising | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- Mutual Funds ⇒ Franklin Rising Dividends | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2016 | |
- Mutual Funds ⇒ Ivy Asset strat | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2016 | |
- Mutual Funds ⇒ Ivy Asset strat | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- Mutual Funds ⇒ Oppenheimer Developing Markets | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- Mutual Funds ⇒ Oppenheimer Developing Markets | $1,001 - $15,000 | $201 - $1,000 | Capital Gains | 2016 | |
- Mutual Funds ⇒ Royce Dividend Value | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2016 | |
- Mutual Funds ⇒ Royce Dividend Value | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- Mutual Funds ⇒ Thornburg Income Builder | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2016 | |
- Mutual Funds ⇒ Thornburg Income Builder IRA | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- Mutual Funds ⇒ Us Global Investors Global Resources | $1,001 - $15,000 | $1 - $200 | Dividends | 2016 | |
- Mutual Funds ⇒ Us Global Investors Global Resources IRA | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- Mutual Funds ⇒ Devenir | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- Mutual Funds ⇒ American Century Heritage | $1,001 - $15,000 | Capital Gains | 2015 | ||
- Mutual Funds ⇒ Artisan Mid Cap Value | $1,001 - $15,000 | $201 - $1,000 | Capital Gains | 2015 | |
- Mutual Funds ⇒ Artisan Mid-Cap | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Mutual Funds ⇒ Devenir | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Mutual Funds ⇒ Franklin Rising | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Mutual Funds ⇒ Franklin Rising Dividends | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2015 | |
- Mutual Funds ⇒ Ivy Asset strat | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2015 | |
- Mutual Funds ⇒ Ivy Asset strat | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Mutual Funds ⇒ Oppenheimer Developing Markets | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Mutual Funds ⇒ Oppenheimer Developing Markets | $1,001 - $15,000 | $201 - $1,000 | Capital Gains | 2015 | |
- Mutual Funds ⇒ Royce Dividend Value | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2015 | |
- Mutual Funds ⇒ Royce Dividend Value | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Mutual Funds ⇒ Thornburg Income Builder | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2015 | |
- Mutual Funds ⇒ Thornburg Income Builder IRA | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Mutual Funds ⇒ Us Global Investors Global Resources | $1,001 - $15,000 | $1 - $200 | Dividends | 2015 | |
- Mutual Funds ⇒ Us Global Investors Global Resources IRA | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Mutual Funds ⇒ American Century Heritage | $1,001 - $15,000 | Tax-Deferred | 2015 |
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