—
Net Worth Est.
$48KTrade volume
$0Total trades
-----Last Traded
----Exchange Traded Funds (ETF)
$40K
529 Portfolio
$8K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![ML - 529 ⇒ ISHARES 2035 ENROLL D [5F]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - ML - 529 ⇒ ISHARES 2035 ENROLL D [5F]529 Portfolio | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
DFAE ML - IRA ⇒ Dimensional Emerging Core Equity Market ETF (DFAE) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
DFAC ML - IRA ⇒ Dimensional ETF Trust Dimensional U.S. Core Equity 2 ETF (DFAC) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
DFAI ML - IRA ⇒ Dimensional International Core Equity Market ETF (DFAI) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
DFAS ML - IRA ⇒ Dimensional U.S. Small Cap ETF (DFAS) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
SCHZ ML - IRA ⇒ Schwab US Aggregate Bond ETF (SCHZ) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- South Carolina General Assembly Retirement System [DB]Defined Benefit Pension | None | Tax-Deferred | 2023 |
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