
Net Worth Est.
$1.19MTrade volume
$0Total trades
-----Last Traded
----Mutual Funds
$1.09M
Exchange Traded Funds (ETF)
$48.5K
Stocks
$32.5K
Defined Benefit Pension
$8K
Pensions
$8K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
- PAT Insurance trust ⇒ Fidelity 500 Index Fund [MF]Mutual Funds | $250,001 - $500,000 | $2,501 - $5,000 | Dividends | 2023 | |
- JTW Mission Square ⇒ MSQ Contrafund [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
- JTW rollover IRA ⇒ Fidelity Contrafund [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
- JTW rollover IRA ⇒ Fidelity Freedom 2040 [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
- PAT Insurance trust ⇒ Fidelity Small Cap Index [MF]Mutual Funds | $50,001 - $100,000 | $201 - $1,000 | Dividends | 2023 | |
- ALW Proskauer 401k ⇒ Schwab -Vanguard LifeStrategy Growth Inv [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- ALW Proskauer 401k ⇒ Schwab Dodge & Cox Stock Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- ALW Proskauer 401k ⇒ Schwab - Vanguard Institutional Index I [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
COST ALW Roth ⇒ Costco Wholesale Corporation (COST) [ST]Stocks | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- PAT Insurance trust ⇒ Fidelity Extd Market Index Premium Class [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2023 | |
- JTW rollover IRA ⇒ Fidelity 500 Index Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- ALW Roth ⇒ Powershares QQQ Tr Unit Ser 1 [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- ALW Proskauer 401k ⇒ Schwab - Pioneer Large Cap Growth [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- ALW Roth ⇒ Fidelity Contrafund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- ALW rollover IRA ⇒ Fidelity Dividend Growth [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- ALW rollover IRA ⇒ Fidelity Diversified International [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- ALW rollover IRA ⇒ Fidelity 500 Index Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- ALW Roth ⇒ Fidelity Century Small Cap Select Investor [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- JTW Mission Square ⇒ MSQ Virtus NFJ Dividend Value [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- JTW Mission Square ⇒ MSQ AMG TimesSquare Mid Cap Gr [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- JTW Mission Square ⇒ MissionSquare MP Trad Growth [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- JTW Ekko ⇒ Principal SmallCap S&P Index [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- JTW Ekko ⇒ Principal MidCap S&P 400 Index [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- JTW Ekko ⇒ Principal LgCap S&P 500 Index [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Fidelity Low Priced Stock [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2023 | |
- ALW VA Hybrid - 2035 Target Date Portfolio [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- ALW Roth ⇒ Spdr Dow Jones Indl Average ETF Tr Unit [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- ALW rollover IRA ⇒ iShares MSCI EAFE ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
a VRS Hybrid 401(a) plan [DB]Defined Benefit Pension | $1,001 - $15,000 | 2023 | |||
- Vanguard Total Stock Market Index Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- JTW rollover IRA ⇒ Fidelity Leveraged Company Stock [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- JTW rollover IRA ⇒ Fidelity Int'l Discovery [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Fidelity 500 Index Fund [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2022 | ||
- MSQ Contrafund [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
- Fidelity Contrafund [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
- Fidelity 500 Index Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Fidelity Diversified International [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
- Fidelity Dividend Growth [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
- Schwab - Pioneer Large Cap Growth [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
- Schwab - Vanguard Institutional Index I [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
- Schwab Dodge & Cox Stock Fund [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
- Schwab -Vanguard LifeStrategy Growth Inv [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
- Fidelity Extd Market Index Premium Class [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Fidelity Century Small Cap Select Investor [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
- Fidelity Small Cap Index [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Fidelity Contrafund [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
- Fidelity Freedom 2040 [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
COST Costco Wholesale Corporation (COST) [ST]Stocks | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
- Fidelity 500 Index Fund [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
- Vanguard Total Stock Market Index Fund [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2022 | |
- Fidelity Int'l Discovery [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Fidelity Leveraged Company Stock [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
FLPSX Fidelity Low Priced Stock (FLPSX) [MF]Mutual Funds | $1,001 - $15,000 | JT | 2022 | ||
- iShares MSCI EAFE ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- MissionSquare MP Trad Growth [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- MSQ AMG TimesSquare Mid Cap Gr [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- MSQ Virtus NFJ Dividend Value [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Powershares QQQ Tr Unit Ser 1 [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Principal LgCap S&P 500 Index [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Principal MidCap S&P 400 Index [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Principal SmallCap S&P Index [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Spdr Dow Jones Indl Average ETF Tr Unit [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
a VRS Hybrid 401(a) plan [PE]Pensions | $1,001 - $15,000 | 2022 | |||
- Fidelity 500 Index Fund [MF]Mutual Funds | $250,001 - $500,000 | Tax-Deferred | 2021 | ||
- MSQ Contrafund [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
- Fidelity Contrafund [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
- Fidelity Extd Market Index Premium Class [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
- Fidelity Freedom 2040 [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
- Fidelity Small Cap Index [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
- Fidelity 500 Index Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Fidelity Contrafund [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
- Fidelity Leveraged Company Stock [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
COST Costco Wholesale Corporation (COST) [ST]Stocks | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
- Fidelity Century Small Cap Select Investor [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
- Fidelity Dividend Growth [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
- Fidelity 500 Index Fund [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
- Schwab - Pioneer Large Cap Growth [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
- Schwab - Vanguard Institutional Index I [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
- Schwab Dodge & Cox Stock Fund [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
- Schwab -Vanguard LifeStrategy Growth Inv [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
- Fidelity Diversified International [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
- Vanguard Total Stock Market Index Fund [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2021 | |
- Fidelity Int'l Discovery [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
FLPSX Fidelity Low Priced Stock (FLPSX) [MF]Mutual Funds | $1,001 - $15,000 | JT | 2021 | ||
- iShares MSCI EAFE ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- MissionSquare MP Trad Growth [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- MSQ AMG TimesSquare Mid Cap Gr [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- MSQ Virtus NFJ Dividend Value [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Powershares QQQ Tr Unit Ser 1 [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Principal LgCap S&P 500 Index [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Principal MidCap S&P 400 Index [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Principal SmallCap S&P Index [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Spdr Dow Jones Indl Average ETF Tr Unit [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
a VRS Hybrid 401(a) plan [PE]Pensions | $1,001 - $15,000 | 2021 | |||
- Fidelity 500 Index Fund [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2020 | ||
- Fidelity Contrafund [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2020 | ||
- Fidelity Small Cap Index [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2020 | ||
- Schwab - Vanguard Institutional Index I [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2020 | |
- Fidelity 500 Index Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Fidelity 500 Index Fund [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2020 | |
- Federal Thrift Savings Plan [MF]Mutual Funds | $15,001 - $50,000 | SP | 2020 | ||
- Federal Thrift Savings Plan [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
COST Costco Wholesale Corporation (COST) [ST]Stocks | $15,001 - $50,000 | SP | Tax-Deferred | 2020 | |
- Fidelity Contrafund [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2020 | |
- Fidelity Diversified International [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2020 | |
- Fidelity Dividend Growth [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2020 | |
- Fidelity Extd Market Index Premium Class [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Fidelity Freedom 2040 [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- ICMARC VT Contrafund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
LUBAX Morgan Stanley Lord Abbett Ultra Short BD A (LUBAX) [MF]Mutual Funds | $15,001 - $50,000 | JT | 2020 | ||
- Schwab Dodge & Cox Stock Fund [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2020 | |
- Fidelity Int'l Discovery [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Vanguard Total Stock Market Index Fund [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2020 | |
- Spdr Dow Jones Indl Average ETF Tr Unit [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Schwab -Vanguard LifeStrategy Growth Inv [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Schwab - Pioneer Large Cap Growth [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Principal SmallCap S&P Index [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Principal MidCap S&P 400 Index [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Principal LgCap S&P 500 Index [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Powershares QQQ Tr Unit Ser 1 [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- iShares MSCI EAFE ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- ICMARC VTVantagept MP Trad Growth [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- ICMARC VT AMG TimesSquare Mid Cap Gr [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- ICMARC AllianzGI NFJ Dividend Value [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Fidelity Value Stock Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Capital Gains | 2020 |
FDVLX Fidelity Value Stock (FDVLX) [MF]Mutual Funds | $1,001 - $15,000 | JT | 2020 | ||
- Fidelity Leveraged Company Stock [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
a VRS Hybrid 401(a) plan [PE]Pensions | $1,001 - $15,000 | 2020 | |||
- Fidelity Century Small Cap Select Investor [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
FLPSX Fidelity Low Priced Stock (FLPSX) [MF]Mutual Funds | $1,001 - $15,000 | JT | 2020 | ||
- Fidelity 500 Index Premium Class [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2019 | ||
- Fidelity Contrafund [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2019 | ||
- Fidelity Diversified International [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
COST Costco Wholesale Corporation (COST) [ST]Stocks | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
- ICMARC VT Contrafund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- Fidelity Dividend Growth [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
FLPSX Fidelity Low Priced Stock (FLPSX) [MF]Mutual Funds | $15,001 - $50,000 | JT | 2019 | ||
LUBAX Morgan Stanley Lord Abbett Ultra Short BD A (LUBAX) [MF]Mutual Funds | $15,001 - $50,000 | JT | 2019 | ||
- Fidelity Freedom 2040 [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- Fidelity 500 Index Premium Class [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- Federal Thrift Savings Plan [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- Schwab - Vanguard Institutional Index I [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
- Schwab Dodge & Cox Stock Fund [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
- Fidelity Contrafund [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
- Fidelity Extd Market Index Premium Class [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- Fidelity Spartan Index FD Advantage [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
- Fidelity Small Cap Index Premium Class [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
FDVLX Fidelity Value Stock (FDVLX) [MF]Mutual Funds | $15,001 - $50,000 | JT | 2019 | ||
- Schwab -Vanguard LifeStrategy Growth Inv [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- Vanguard Total Stock Market Index Fund [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2019 | |
- Fidelity Leveraged Company Stock [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Fidelity Int'l Discovery [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Fidelity Century Small Cap Select Investor [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
a VRS Hybrid 401(a) plan [PE]Pensions | $1,001 - $15,000 | 2019 | |||
- ICMARC AllianzGI NFJ Dividend Value [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- ICMARC VT AMG TimesSquare Mid Cap Gr [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- ICMARC VTVantagept MP Trad Growth [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- iShares MSCI EAFE ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- Powershares QQQ Tr Unit Ser 1 [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- Principal LgCap S&P 500 Index [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Principal MidCap S&P 400 Index [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Principal SmallCap S&P Index [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Schwab - RiverPark/Wedgewood Institutional [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- Spdr Dow Jones Indl Average ETF Tr Unit [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2019 |
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