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Net Worth Est.
$3.45MTrade volume
$0Total trades
-----Last Traded
----Whole/Universal Insurance
$3M
Pensions
$350K
Bank Accounts, Money Market Accounts and CDs
$48.5K
Stocks
$40.5K
Mutual Funds
$8K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![New York Life [WU]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - New York Life [WU]Whole/Universal Insurance | $1,000,001 - $5,000,000 | JT | 2023 | ||
- Lifecycle Index 2040 Fund - Institutional Class [PE]Pensions | $100,001 - $250,000 | SP | Tax-Deferred | 2023 | |
- Vanguard Target Ret 2045 [PE]Pensions | $100,001 - $250,000 | SP | Tax-Deferred | 2023 | |
- Maquoketa State Bank Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | SP | $1 - $200 | Interest | 2023 |
FB Meta Platforms, Inc. - Class A (FB) [ST]Stocks | $15,001 - $50,000 | $1 - $200 | Dividends | 2023 | |
AAPL Apple Inc. (AAPL) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2023 | |
- USAA Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $201 - $1,000 | Interest | 2023 | |
- Chase Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2023 |
AMRMX American Mutual Funds (AMRMX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2023 |
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