—
Net Worth Est.
$2.34MTrade volume
$0Total trades
-----Last Traded
----Other
$758K
Real Property
$750K
Mutual Funds
$583.52K
Bank Accounts, Money Market Accounts and CDs
$215.5K
529 Portfolio
$32.5K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![Charles Schwab 401K ⇒ Spouse 401K [OT]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Charles Schwab 401K ⇒ Spouse 401K [OT]Other | $500,001 - $1,000,000 | SP | Tax-Deferred | 2023 | |
- Sandbridge Condo [RP]Real Property | $500,001 - $1,000,000 | JT | $50,001 - $100,000 | Rent | 2023 |
- Wells Fargo Bank ⇒ Certificate of Deposit [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $1,001 - $2,500 | Interest | 2023 |
PCOXX Raymond James Joint Account ⇒ Federated Hermes Prime Cash Obligations Fund Wealth Shares (PCOXX) [MF]Mutual Funds | $100,001 - $250,000 | JT | $5,001 - $15,000 | Interest | 2023 |
- 529 Victory Capitol ⇒ Age-Based Option 18+ : In college portfolio [5F]529 Portfolio | $15,001 - $50,000 | DC | Tax-Deferred | 2023 | |
- USAA Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2023 |
MRFIX Raymond James Roth IRA ⇒ MFS Series Trust V - MFS Research Fund Class I (MRFIX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
BGEGX Raymond James Roth IRA ⇒ Baillie Gifford Emerging Market Fund- Institutional Class (BGEGX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
MADVX Raymond James Roth IRA ⇒ BlackRock Eq Dividend I (MADVX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
BIMBX Raymond James Roth IRA ⇒ BlackRock Systematic Multi-Strategy Fund Institutional Class (BIMBX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
CIVIX Raymond James Roth IRA ⇒ Causeway International Value Fund - Institutional Class (CIVIX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
GSFTX Raymond James Roth IRA ⇒ Columbia Dividend Income Fund Class I (GSFTX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
DHLRX Raymond James Roth IRA ⇒ Diamond Hill Large Cap Fund I Shares (DHLRX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
AEPFX Raymond James Roth IRA ⇒ EuroPacific Growth Fund, Class F-2 Shs (AEPFX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
AEPFX Raymond James Roth IRA ⇒ EuroPacific Growth Fund, Class F-2 Shs (AEPFX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
FTHSX Raymond James Roth IRA ⇒ FullerThaler Behavioral Small-Cap Equity Fund Institutional Shares (FTHSX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
GQGIX Raymond James Roth IRA ⇒ GQG PARTNERS EMERGING MARKETS EQUITY FUND Institutional Shares (GQGIX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
GQGIX Raymond James Roth IRA ⇒ GQG PARTNERS EMERGING MARKETS EQUITY FUND Institutional Shares (GQGIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
JMGRX Raymond James Roth IRA ⇒ Janus Henderson Enterprise Fund - I Shares (JMGRX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
SEEGX Raymond James Roth IRA ⇒ JPMorgan Large Cap Growth Fund I Class (SEEGX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
MWTIX Raymond James Roth IRA ⇒ Metropolitan West Total Return Bond Fd Cl I (MWTIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
MQGIX Raymond James Roth IRA ⇒ MFS International Growth Fund - Class I (MQGIX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
MGGIX Raymond James Roth IRA ⇒ Morgan Stanley Institutional Fund Global Opportunity Portfolio Class I (MGGIX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
PCBIX Raymond James Roth IRA ⇒ Principal Fds, Inc. MidCap Fd Institutional Cl (PCBIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
TROSX Raymond James Roth IRA ⇒ T. Rowe Price Overseas Stock Fund (TROSX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
UBVLX Raymond James Roth IRA ⇒ Undiscovered Managers Behavioral Value Fund Class L (UBVLX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
MYSIX Raymond James Roth IRA ⇒ Victory Trivalent International Small-Cap CL Y (MYSIX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
WIAEX Raymond James Roth IRA ⇒ Wasatch Small Cap Growth Fund Instl Cl (WIAEX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
LCGFX Raymond James Roth IRA ⇒ WmBlair Large Cap Growth Fund Class I (LCGFX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
WFMIX Raymond James Traditional IRA ⇒ Allspring Special Mid Cap Value Fund Insti Class (WFMIX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
ANBFX Raymond James Traditional IRA ⇒ American Funds Strategic Bond Fund Class F-2 (ANBFX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
ARSIX Raymond James Traditional IRA ⇒ AMG River Road Small Cap Value Fund - Class I (ARSIX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
BAGIX Raymond James Traditional IRA ⇒ Baird Aggregate Bond Fund Institutional Class (BAGIX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
MADVX Raymond James Traditional IRA ⇒ BlackRock Eq Dividend I (MADVX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
JMGRX Raymond James Traditional IRA ⇒ Janus Henderson Enterprise Fund - I Shares (JMGRX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
JMIEX Raymond James Traditional IRA ⇒ JPMorgan Emerging Markets Equity Fund Class L (JMIEX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
MWTIX Raymond James Traditional IRA ⇒ Metropolitan West Total Return Bond Fd Cl I (MWTIX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
MQGIX Raymond James Traditional IRA ⇒ MFS International Growth Fund - Class I (MQGIX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
MRFIX Raymond James Traditional IRA ⇒ MFS Series Trust V - MFS Research Fund Class I (MRFIX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
PBCKX Raymond James Traditional IRA ⇒ Principal Funds, Inc. Blue Chip Fd Inst Cl (PBCKX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
TROSX Raymond James Traditional IRA ⇒ T. Rowe Price Overseas Stock Fund (TROSX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
PRCOX Raymond James Traditional IRA ⇒ T. Rowe Price U.S. Equity Research Fund (PRCOX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
MYSIX Raymond James Traditional IRA ⇒ Victory Trivalent International Small-Cap CL Y (MYSIX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
WIAEX Raymond James Traditional IRA ⇒ Wasatch Small Cap Growth Fund Instl Cl (WIAEX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- Victory Capitol/ USAA Cornerstone Fund [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Capital Gains | 2023 |
- Victory Capitol/ USAA Cornerstone Fund [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Capital Gains | 2023 |
- Victory Capitol/ USAA Cornerstone Fund [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Capital Gains | 2023 |
a Virginia Retirement System 401(a) ⇒ Target Date 2035 Portfolio [OT]Other | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- USAA Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2023 |
ANBFX Raymond James Roth IRA ⇒ American Funds Strategic Bond Fund Class F-2 (ANBFX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Raymond James Joint Account ⇒ FT 10821: 75/25 Strategic Allocation Port. 3Q '23 - Term 10/16/24 - Cash (FAEIJX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Capital Gains | 2023 |
- Raymond James Joint Account ⇒ FT 11128: FT Equity Allocation ETF Model Portfolio, 1Q '24 (FJWWTX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Capital Gains | 2023 |
- Raymond James Joint Account ⇒ FT 11166: Diversified Equity Strategic Allocation Port. 1Q '24 - Term 4/15/25 (FHHJAX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Capital Gains | 2023 |
PREIX Raymond James Joint Account ⇒ T. Rowe Price Equity Index Fund (PREIX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $1,001 - $2,500 | Capital Gains | 2023 |
WFMIX Raymond James Roth IRA ⇒ Allspring Special Mid Cap Value Fund Insti Class (WFMIX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
WFMIX Raymond James Roth IRA ⇒ Allspring Special Mid Cap Value Fund Insti Class (WFMIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 |
Subscribe for Real-time updates, search & complete access