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Net Worth Est.
$677.51KTrade volume
$0Total trades
-----Last Traded
----Exchange Traded Funds (ETF)
$326.51K
Mutual Funds
$310.01K
Bank Accounts, Money Market Accounts and CDs
$33K
IRA (Held in Cash)
$8K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![Northwest Quadrant Rollover IRA ⇒ Schwab U.S. Large-Cap ETF [EF]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Northwest Quadrant Rollover IRA ⇒ Schwab U.S. Large-Cap ETF [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | Tax-Deferred | 2023 | |
k Empower Strategies 360 401(k) ⇒ Vanguard Target Retirement 2035 Fund [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
NSFFX Oregon Environmental Council 401(k) ⇒ Natixis Sustainable Future 2030 Fund Cl N (NSFFX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
VVIAX Vanguard 401(k) ⇒ Vanguard Value Index Fund Inv (VVIAX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
IEFA Northwest Quadrant Rollover IRA ⇒ iShares Core MSCI EAFE ETF (IEFA) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
IJR Northwest Quadrant Rollover IRA ⇒ iShares Core S&P Small-Cap ETF (IJR) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
TLHIX Voya Multnomah County Deferred Compensation Plan ⇒ TIAA-CREF Lifecycle Index 2030 Fund Inst (TLHIX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
- Voya Oregon Savings Growth Plan ⇒ LifePath 2035 Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
VBR Northwest Quadrant Rollover IRA ⇒ Vanguard Small-Cap Value ETF (VBR) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
TFLO Northwest Quadrant Rollover IRA ⇒ iShares Treasury Floating Rate Bond ETF (TFLO) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
SCHD Northwest Quadrant Rollover IRA ⇒ Schwab US Dividend Equity ETF (SCHD) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
- Key Bank accounts [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | 2023 | ||
- Capital Group/American Funds CollegeAmerica 529 ⇒ The Investment Company of America - 529A [MF]Mutual Funds | $15,001 - $50,000 | DC | Tax-Deferred | 2023 | |
VO Northwest Quadrant Rollover IRA ⇒ Vanguard Mid-Cap ETF (VO) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
SHV Northwest Quadrant Rollover IRA ⇒ iShares Short Treasury Bond ETF (SHV) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
- Capital Group/American Funds CollegeAmerica 529 ⇒ The Growth Fund of America - 529A [MF]Mutual Funds | $15,001 - $50,000 | DC | Tax-Deferred | 2023 | |
- Fidelity Rollover IRA [IH]IRA (Held in Cash) | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- Capital Group/American Funds CollegeAmerica 529 ⇒ EuroPacific Growth Fund - 529A [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
VTI Northwest Quadrant Joint IRA ⇒ Vanguard Total Stock Market ETF (VTI) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | Tax-Deferred | 2023 | |
VWO Northwest Quadrant Rollover IRA ⇒ Vanguard FTSE Emerging Markets ETF (VWO) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
VNQ Northwest Quadrant Rollover IRA ⇒ Vanguard Real Estate ETF (VNQ) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- Oregon College Savings Plan ⇒ College Enrollment Year 2023 [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2023 | |
k Vanguard 401(k) ⇒ Vanguard Wellesley Income Fund Inv [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
b Voya City of Portland 457(b) Plan ⇒ Vanguard Target Retirement 2030 Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- Capital Group/American Funds CollegeAmerica 529 ⇒ American Balanced fund - 529A [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Northwest Quadrant Rollover IRA ⇒ Truist Bank - cash [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | SP | Tax-Deferred | 2023 |
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