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Net Worth Est.
$675.51KTrade volume
$0Total trades
-----Last Traded
----Pensions
$375K
Bank Accounts, Money Market Accounts and CDs
$150K
Ownership Interest
$75K
Exchange Traded Funds (ETF)
$34.5K
Mutual Funds
$33K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
401a Arizona State Retirement System (401a) ⇒ Arizona State Retirement System (401a) [PE]Pensions | $250,001 - $500,000 | Tax-Deferred | 2023 | ||
![Wells Fargo Bank accounts [BA]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Wells Fargo Bank accounts [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | $1 - $200 | Interest | 2023 |
- Two Worlds Branding LLC, 100% Interest [OL]Ownership Interest | $50,001 - $100,000 | SP | $15,001 - $50,000 | S Corp Income | 2023 |
- Wells Fargo Bank accounts [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | $1 - $200 | Interest | 2023 |
- LPL Financial ⇒ Dfa U S Core Equity 1 Instl Cl [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
- LPL Financial ⇒ Avantis Short Term Fixed Income Etf [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- LPL Financial ⇒ US Treasury Bond DTD 02/15/41 [GS]Government Securities and Agency Debt | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- LPL Financial ⇒ Avantis Core Fixed Income Etf [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- LPL Financial ⇒ Avantis U S Equity Etf [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- LPL Financial ⇒ Avantis Intl Equity Etf [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- LPL Financial ⇒ Spdr Portfolio S&p 400 Mid Cap Etf [EF]Exchange Traded Funds (ETF) | $1 - $1,000 | SP | Tax-Deferred | 2023 | |
- LPL Financial ⇒ Avantis U S Small Cap Value Etf [EF]Exchange Traded Funds (ETF) | $1 - $1,000 | SP | Tax-Deferred | 2023 | |
- LPL Financial ⇒ Insured Cash Account [MF]Mutual Funds | $1 - $1,000 | SP | Tax-Deferred | 2023 | |
- LPL Financial ⇒ Avantis Intl Small Cap Value Etf [EF]Exchange Traded Funds (ETF) | $1 - $1,000 | SP | Tax-Deferred | 2023 | |
- LPL Financial ⇒ Spdr Ser Factset Innovative Technology Etf [EF]Exchange Traded Funds (ETF) | $1 - $1,000 | SP | Tax-Deferred | 2023 | |
- LPL Financial ⇒ Avantis Emerging Markets Equity Etf [EF]Exchange Traded Funds (ETF) | $1 - $1,000 | SP | Tax-Deferred | 2023 |
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