—
Net Worth Est.
$1.78MTrade volume
$0Total trades
-----Last Traded
----Mutual Funds
$1.76M
IRA (Held in Cash)
$16K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![TIAA-CREF ⇒ CREF Stock R3 [MF]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - TIAA-CREF ⇒ CREF Stock R3 [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2023 | ||
- Voya Financial ⇒ Voya Fixed Plus Account III A [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2023 | ||
- TIAA-CREF ⇒ CREF Growth R3 [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2023 | ||
- TIAA-CREF ⇒ CREF Global Equities R3 [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2023 | ||
- TIAA-CREF ⇒ TIAA-CREF Money Market Fund [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
- TIAA-CREF ⇒ CREF Equity Index R3 [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
- DFA US Large Cap Value III [MF]Mutual Funds | $50,001 - $100,000 | JT | Tax-Deferred | 2023 | |
- DFA Two Year Global Fixed Income [MF]Mutual Funds | $15,001 - $50,000 | JT | Tax-Deferred | 2023 | |
- DFA US High Relative Profitability Insti [MF]Mutual Funds | $15,001 - $50,000 | JT | Tax-Deferred | 2023 | |
- Vanguard Value Index Admiral [MF]Mutual Funds | $15,001 - $50,000 | JT | Tax-Deferred | 2023 | |
- DFA US Small Cap Value [MF]Mutual Funds | $15,001 - $50,000 | JT | Tax-Deferred | 2023 | |
- DFA US Micro Cap [MF]Mutual Funds | $15,001 - $50,000 | JT | Tax-Deferred | 2023 | |
- Baird Core Plus Bond Inst [MF]Mutual Funds | $15,001 - $50,000 | JT | Tax-Deferred | 2023 | |
- DFA Emerging Markets Core Equity Portfolio Inst Class [MF]Mutual Funds | $15,001 - $50,000 | JT | Tax-Deferred | 2023 | |
- DFA Five Year Global Fixed Income [MF]Mutual Funds | $15,001 - $50,000 | JT | Tax-Deferred | 2023 | |
- DFA Global Real Estate Secs [MF]Mutual Funds | $15,001 - $50,000 | JT | Tax-Deferred | 2023 | |
- DFA Intl High Relative Profitability Port Inst Class [MF]Mutual Funds | $15,001 - $50,000 | JT | Tax-Deferred | 2023 | |
- DFA Intl Value III [MF]Mutual Funds | $15,001 - $50,000 | JT | Tax-Deferred | 2023 | |
- TIAA-CREF ⇒ TIAA Traditional [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Vanguard FTSE Developed Markets [MF]Mutual Funds | $15,001 - $50,000 | JT | Tax-Deferred | 2023 | |
- Vanguard Health Care Fund IRA [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Vanguard Inter-Term Invt Grade Admiral [MF]Mutual Funds | $15,001 - $50,000 | JT | Tax-Deferred | 2023 | |
- Vanguard Total Bond Market Index Admiral [MF]Mutual Funds | $15,001 - $50,000 | JT | Tax-Deferred | 2023 | |
- Vanguard Total Stock Market [MF]Mutual Funds | $15,001 - $50,000 | JT | Tax-Deferred | 2023 | |
- Vangurd Equity Income Fund I [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Voya Financial ⇒ Voya Fixed Plus Account III A [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Voya Financial ⇒ VY Baron Growth Portofolio [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Voya Financial ⇒ VY T Rowe Price Growth Equity [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Vanguard Roth IRA [IH]IRA (Held in Cash) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Vanguard Roth IRA [IH]IRA (Held in Cash) | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- Vanguard Short-Term Treasury Admiral [MF]Mutual Funds | $1,001 - $15,000 | JT | Tax-Deferred | 2023 | |
- Voya Financial ⇒ Voya Global Bond Port [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Voya Financial ⇒ Voya Large Cap Growth Port [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Vanguard Small Cap Value Index Admiral [MF]Mutual Funds | $1,001 - $15,000 | JT | Tax-Deferred | 2023 | |
- Voya Financial ⇒ Dodge & Cox International Stock Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Voya Financial ⇒ Vanguard Dividend Growth Fund Inv [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Voya Financial ⇒ Vanguard Mid-Cap Index Fund Inst [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Voya Financial ⇒ Vanguard Small-Cap Index Fund Inst [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Voya Financial ⇒ Vanguard Total Bond Market Ind F Adm [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- TIAA-CREF ⇒ CREF Bond Market R3 [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- TD Ameritrade Money Market Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | Tax-Deferred | 2023 | |
- Stone Ridge Reinsurance risk Premium [MF]Mutual Funds | $1,001 - $15,000 | JT | Tax-Deferred | 2023 | |
- TIAA-CREF ⇒ CREF Money Market [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- SPDR Barclays Short Term Treasury ETF [MF]Mutual Funds | $1,001 - $15,000 | JT | Tax-Deferred | 2023 | |
- Voya Financial ⇒ Voya Fixed Account [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- DFA Intl Small Company Port Inst Class [MF]Mutual Funds | $1,001 - $15,000 | JT | Tax-Deferred | 2023 | |
- Voya Financial ⇒ Voya Fixed Plus Account III [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- DFA International Small Cap Value Portfolio Inst Class [MF]Mutual Funds | $1,001 - $15,000 | JT | Tax-Deferred | 2023 | |
- Voya Financial ⇒ VY Inv OppGlobal Port [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Voya Financial ⇒ Voya Fixed Plus Account III A [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2022 | ||
- TIAA-CREF ⇒ CREF Stock R3 [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2022 | ||
- TIAA-CREF ⇒ CREF Growth R3 [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2022 | ||
- TIAA-CREF ⇒ CREF Global Equities R3 [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2022 | ||
- DFA US Large Cap Value III [MF]Mutual Funds | $50,001 - $100,000 | JT | Tax-Deferred | 2022 | |
- TIAA-CREF ⇒ CREF Equity Index R3 [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
- TIAA-CREF ⇒ TIAA-CREF Money Market Fund [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
- Baird Core Plus Bond Inst [MF]Mutual Funds | $15,001 - $50,000 | JT | Tax-Deferred | 2022 | |
- DFA Emerging Markets Core Equity Portfolio Inst Class [MF]Mutual Funds | $15,001 - $50,000 | JT | Tax-Deferred | 2022 | |
- DFA Five Year Global Fixed Income [MF]Mutual Funds | $15,001 - $50,000 | JT | Tax-Deferred | 2022 | |
- DFA Global Real Estate Secs [MF]Mutual Funds | $15,001 - $50,000 | JT | Tax-Deferred | 2022 | |
- DFA Intl High Relative Profitability Port Inst Class [MF]Mutual Funds | $15,001 - $50,000 | JT | Tax-Deferred | 2022 | |
- Vangurd Equity Income Fund I [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Voya Financial ⇒ Voya Fixed Plus Account III A [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Vanguard Value Index Admiral [MF]Mutual Funds | $15,001 - $50,000 | JT | Tax-Deferred | 2022 | |
- Vanguard Total Stock Market [MF]Mutual Funds | $15,001 - $50,000 | JT | Tax-Deferred | 2022 | |
- Voya Financial ⇒ VY Baron Growth Portofolio [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Vanguard Total Bond Market Index Admiral [MF]Mutual Funds | $15,001 - $50,000 | JT | Tax-Deferred | 2022 | |
- Voya Financial ⇒ VY T Rowe Price Growth Equity [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- DFA Intl Value III [MF]Mutual Funds | $15,001 - $50,000 | JT | Tax-Deferred | 2022 | |
- TIAA-CREF ⇒ TIAA Traditional [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- DFA US High Relative Profitability Insti [MF]Mutual Funds | $15,001 - $50,000 | JT | Tax-Deferred | 2022 | |
- Vanguard FTSE Developed Markets [MF]Mutual Funds | $15,001 - $50,000 | JT | Tax-Deferred | 2022 | |
- Vanguard Health Care Fund IRA [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Vanguard Inter-Term Invt Grade Admiral [MF]Mutual Funds | $15,001 - $50,000 | JT | Tax-Deferred | 2022 | |
- DFA Two Year Global Fixed Income [MF]Mutual Funds | $15,001 - $50,000 | JT | Tax-Deferred | 2022 | |
- DFA US Micro Cap [MF]Mutual Funds | $15,001 - $50,000 | JT | Tax-Deferred | 2022 | |
- DFA US Small Cap Value [MF]Mutual Funds | $15,001 - $50,000 | JT | Tax-Deferred | 2022 | |
- TIAA-CREF ⇒ CREF Money Market [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- DFA International Small Cap Value Portfolio Inst Class [MF]Mutual Funds | $1,001 - $15,000 | JT | Tax-Deferred | 2022 | |
- SPDR Barclays Short Term Treasury ETF [MF]Mutual Funds | $1,001 - $15,000 | JT | Tax-Deferred | 2022 | |
- Stone Ridge Reinsurance risk Premium [MF]Mutual Funds | $1,001 - $15,000 | JT | Tax-Deferred | 2022 | |
- TD Ameritrade Money Market Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | Tax-Deferred | 2022 | |
- TIAA-CREF ⇒ CREF Bond Market R3 [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Vanguard Roth IRA [IH]IRA (Held in Cash) | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Vanguard Roth IRA [IH]IRA (Held in Cash) | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Vanguard Short-Term Treasury Admiral [MF]Mutual Funds | $1,001 - $15,000 | JT | Tax-Deferred | 2022 | |
- Vanguard Small Cap Value Index Admiral [MF]Mutual Funds | $1,001 - $15,000 | JT | Tax-Deferred | 2022 | |
- Voya Financial ⇒ Dodge & Cox International Stock Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Voya Financial ⇒ Vanguard Dividend Growth Fund Inv [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Voya Financial ⇒ Vanguard Mid-Cap Index Fund Inst [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Voya Financial ⇒ Vanguard Small-Cap Index Fund Inst [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Voya Financial ⇒ Vanguard Total Bond Market Ind F Adm [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Voya Financial ⇒ Voya Fixed Account [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Voya Financial ⇒ Voya Fixed Plus Account III [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Voya Financial ⇒ Voya Global Bond Port [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Voya Financial ⇒ Voya Large Cap Growth Port [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Voya Financial ⇒ VY Inv OppGlobal Port [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- DFA Intl Small Company Port Inst Class [MF]Mutual Funds | $1,001 - $15,000 | JT | Tax-Deferred | 2022 | |
- Voya Financial ⇒ Voya Fixed Plus Account III A [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2021 | ||
- TIAA-CREF ⇒ CREF Stock R3 [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2021 | ||
- TIAA-CREF ⇒ CREF Global Equities R3 [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2021 | ||
- TIAA-CREF ⇒ CREF Growth R3 [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2021 | ||
- DFA US Large Cap Value III [MF]Mutual Funds | $50,001 - $100,000 | JT | Tax-Deferred | 2021 | |
- TIAA-CREF ⇒ CREF Equity Index R3 [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
- TIAA-CREF ⇒ TIAA-CREF Money Market Fund [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
- DFA Emerging Markets Core Equity Portfolio Inst Class [MF]Mutual Funds | $15,001 - $50,000 | JT | Tax-Deferred | 2021 | |
- DFA Five Year Global Fixed Income [MF]Mutual Funds | $15,001 - $50,000 | JT | Tax-Deferred | 2021 | |
- DFA Global Real Estate Secs [MF]Mutual Funds | $15,001 - $50,000 | JT | Tax-Deferred | 2021 | |
- Voya Financial ⇒ Voya Fixed Plus Account III A [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Voya Financial ⇒ VY Baron Growth Portofolio [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Voya Financial ⇒ VY T Rowe Price Growth Equity [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- DFA Intl Value III [MF]Mutual Funds | $15,001 - $50,000 | JT | Tax-Deferred | 2021 | |
- TIAA-CREF ⇒ TIAA Traditional [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Vanguard FTSE Developed Markets [MF]Mutual Funds | $15,001 - $50,000 | JT | Tax-Deferred | 2021 | |
- Vanguard Health Care Fund IRA [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Vanguard Inter-Term Invt Grade Admiral [MF]Mutual Funds | $15,001 - $50,000 | JT | Tax-Deferred | 2021 | |
- DFA Intl High Relative Profitability Port Inst Class [MF]Mutual Funds | $15,001 - $50,000 | JT | Tax-Deferred | 2021 | |
- Baird Core Plus Bond Inst [MF]Mutual Funds | $15,001 - $50,000 | JT | Tax-Deferred | 2021 | |
- DFA US High Relative Profitability Insti [MF]Mutual Funds | $15,001 - $50,000 | JT | Tax-Deferred | 2021 | |
- DFA Two Year Global Fixed Income [MF]Mutual Funds | $15,001 - $50,000 | JT | Tax-Deferred | 2021 | |
- Vanguard Total Bond Market Index Admiral [MF]Mutual Funds | $15,001 - $50,000 | JT | Tax-Deferred | 2021 | |
- Vanguard Total Stock Market [MF]Mutual Funds | $15,001 - $50,000 | JT | Tax-Deferred | 2021 | |
- Vanguard Value Index Admiral [MF]Mutual Funds | $15,001 - $50,000 | JT | Tax-Deferred | 2021 | |
- Vangurd Equity Income Fund I [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- DFA US Micro Cap [MF]Mutual Funds | $15,001 - $50,000 | JT | Tax-Deferred | 2021 | |
- DFA US Small Cap Value [MF]Mutual Funds | $15,001 - $50,000 | JT | Tax-Deferred | 2021 | |
- Voya Financial ⇒ Voya Large Cap Growth Port [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- DFA International Small Cap Value Portfolio Inst Class [MF]Mutual Funds | $1,001 - $15,000 | JT | Tax-Deferred | 2021 | |
- DFA Intl Small Company Port Inst Class [MF]Mutual Funds | $1,001 - $15,000 | JT | Tax-Deferred | 2021 | |
- SPDR Barclays Short Term Treasury ETF [MF]Mutual Funds | $1,001 - $15,000 | JT | Tax-Deferred | 2021 | |
- Stone Ridge Reinsurance risk Premium [MF]Mutual Funds | $1,001 - $15,000 | JT | Tax-Deferred | 2021 | |
- TD Ameritrade Money Market Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | Tax-Deferred | 2021 | |
- TIAA-CREF ⇒ CREF Bond Market R3 [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Vanguard Roth IRA [IH]IRA (Held in Cash) | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Vanguard Roth IRA [IH]IRA (Held in Cash) | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Vanguard Short-Term Treasury Admiral [MF]Mutual Funds | $1,001 - $15,000 | JT | Tax-Deferred | 2021 | |
- Vanguard Small Cap Value Index Admiral [MF]Mutual Funds | $1,001 - $15,000 | JT | Tax-Deferred | 2021 | |
- Voya Financial ⇒ Dodge & Cox International Stock Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Voya Financial ⇒ Vanguard Dividend Growth Fund Inv [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Voya Financial ⇒ Vanguard Mid-Cap Index Fund Inst [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Voya Financial ⇒ Vanguard Small-Cap Index Fund Inst [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Voya Financial ⇒ Vanguard Total Bond Market Ind F Adm [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Voya Financial ⇒ Voya Fixed Account [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Voya Financial ⇒ Voya Fixed Plus Account III [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- TIAA-CREF ⇒ CREF Money Market [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Voya Financial ⇒ VY Inv OppGlobal Port [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Voya Financial ⇒ Voya Global Bond Port [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 |
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