
Net Worth Est.
$122.51KTrade volume
$0Total trades
-----Last Traded
----Mutual Funds
$73.5K
Ownership Interest
$33K
Bank Accounts, Money Market Accounts and CDs
$16K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
- ESTCRU LLC [OL]Ownership Interest | $15,001 - $50,000 | SP | $201 - $1,000 | Partnership Income | 2023 |
- Minnesota State Retirement System ⇒ Minnesota Target Retirement 2050 [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
k Guideline 401(k) ⇒ Vanguard Developed Markets Index Fund Admiral Shares [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains | 2023 |
k Guideline 401(k) ⇒ Vanguard Emerging Markets Stock Index Fund Admiral Shares [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Capital Gains | 2023 |
k Guideline 401(k) ⇒ Vanguard Total Bond Market Index Fund Admiral Shares [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Capital Gains | 2023 |
- Congressional Credit Union Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2023 | |
MWECX Ameriprise Retirement SEP IRA ⇒ MFS Global Equity Fund Class C (MWECX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
k Guideline 401(k) ⇒ Vanguard Total Stock Market Index Fund Admiral Shares [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains | 2023 |
- Ameriprise Retirement IRA ⇒ Ameriprise Insured Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- Rose Lake Capital LLC [OL]Ownership Interest | $1 - $1,000 | SP | $15,001 - $50,000 | Partnership Income | 2023 |
VBTLX Guideline 401(k) ⇒ Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) [MF]Mutual Funds | $1 - $1,000 | SP | Tax-Deferred | 2023 | |
k Guideline 401(k) ⇒ Vanguard Total International Bond Index Fund Admiral Shares [MF]Mutual Funds | $1 - $1,000 | SP | $1 - $200 | Capital Gains | 2023 |
- ESTCRU LLC [OL]Ownership Interest | $50,001 - $100,000 | SP | Partnership Income | 2022 | |
- Minnesota State Retirement System ⇒ Minnesota Target Retirement 2050 [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
VEMAX Guideline 401(k) ⇒ Vanguard Emerging Markets Stock Index Fund Admiral Shares (VEMAX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
MWECX Ameriprise Retirement SEP IRA ⇒ MFS Global Equity Fund Class C (MWECX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Congressional Credit Union Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2022 | |
VTMGX Guideline 401(k) ⇒ Vanguard Developed Markets Index Fund Admiral Shares (VTMGX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
VBTLX Guideline 401(k) ⇒ Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
VTABX Guideline 401(k) ⇒ Vanguard Total International Bond Index Fund Admiral Shares (VTABX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
VTSAX Guideline 401(k) ⇒ Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Ameriprise Retirement IRA ⇒ Ameriprise Insured Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Rose Lake Capital LLC [OL]Ownership Interest | $1 - $1,000 | SP | Partnership Income | 2022 | |
- E Street Group [OL]Ownership Interest | $1 - $1,000 | SP | $5,001 - $15,000 | Partnership Income | 2022 |
- Ameriprise Retirement SEP IRA ⇒ Ameriprise Insured Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | SP | Tax-Deferred | 2022 | |
- EstVenture LLC [OL]Ownership Interest | None | SP | $15,001 - $50,000 | Partnership Income | 2022 |
- ESTCRU LLC [OL]Ownership Interest | $15,001 - $50,000 | SP | Partnership Income | 2021 | |
- Minnesota State Retirement System ⇒ Minnesota Target Retirement 2050 [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
VTABX Guideline 401(k) ⇒ Vanguard Total International Bond Index Fund Admiral Shares (VTABX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
MWECX Ameriprise Retirement SEP IRA ⇒ MFS Global Equity Fund Class C (MWECX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Ameriprise Retirement IRA ⇒ Ameriprise Insured Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
VTMGX Guideline 401(k) ⇒ Vanguard Developed Markets Index Fund Admiral Shares (VTMGX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
VEMAX Guideline 401(k) ⇒ Vanguard Emerging Markets Stock Index Fund Admiral Shares (VEMAX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
VBTLX Guideline 401(k) ⇒ Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
VTSAX Guideline 401(k) ⇒ Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- ESTREETCO LLC [OL]Ownership Interest | $1 - $1,000 | SP | $5,001 - $15,000 | Partnership Income | 2021 |
- EstVenture LLC [OL]Ownership Interest | $1 - $1,000 | SP | $5,001 - $15,000 | Partnership Income | 2021 |
- Ameriprise Retirement SEP IRA ⇒ Ameriprise Insured Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | SP | Tax-Deferred | 2021 | |
- E Street Group [OL]Ownership Interest | $1 - $1,000 | SP | $100,001 - $1,000,000 | Partnership Income | 2021 |
MWECX Ameriprise Retirement SEP IRA ⇒ MFS Global Equity Fund Class C (MWECX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Ameriprise Retirement IRA ⇒ Ameriprise Insured Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Minnesota State Retirement System ⇒ Minnesota Target Retirement 2050 [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Ameriprise Retirement SEP IRA ⇒ Ameriprise Insured Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | SP | Tax-Deferred | 2020 | |
- E Street Group [OL]Ownership Interest | $1 - $1,000 | SP | $100,001 - $1,000,000 | Partnership Income | 2020 |
- Minnesota State Retirement System ⇒ Minnesota Target Retirement 2050 [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 |
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