—
Net Worth Est.
$536.52KTrade volume
$0Total trades
-----Last Traded
----Mutual Funds
$308.01K
Exchange Traded Funds (ETF)
$145.5K
Bank Accounts, Money Market Accounts and CDs
$83K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![PENTAGON FEDERAL CREDIT UNION [BA]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - PENTAGON FEDERAL CREDIT UNION [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $1,001 - $2,500 | Interest | 2023 | |
joint ASC Wealth Management/Fidelity (joint) ⇒ Fidelity Balanced FBALX [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2023 |
- ASC Trust Traditional IRA ⇒ Invesco CEF Income Composite ETF PECF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
FDRXX ASC Wealth Management/Fidelity (joint) ⇒ Fidelity Cash Reserves (FDRXX) [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Interest | 2023 |
- ASC Trust Traditional IRA ⇒ PIMCO Stock Plus PSLDX [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
- ASC Trust Traditional IRA ⇒ Schwab US Dividend Equity ETF SCHD [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
- ASC Trust Traditional IRA ⇒ PIMCO Income Instl PIMIX [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
- ASC Trust Traditional IRA ⇒ Vanguard International High Dividend VYMI [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
- ASC Trust Traditional IRA ⇒ Fidelity Multi-Asset Income Fund FMSDX [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
- ASC Trust Traditional IRA ⇒ Vanguard Wellesley Income Admiral VWIAX [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
- FIRST HAWAIIAN BANK [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2023 | |
FMSDX ASC Trust Roth IRA ⇒ Fidelity Advisor Multi-Asset Income Fund - Fidelity Multi- Asset Income Fund (FMSDX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- ASC Trust Roth IRA ⇒ Fidelity Institutional Money Market FMPXX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
MWFSX ASC Trust Roth IRA ⇒ Metropolitan West Flexible Income Fund - M Share (MWFSX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
PIMIX ASC Trust Roth IRA ⇒ PIMCO Income Fund Insti Class (PIMIX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- ASC Trust Traditional IRA ⇒ PIMCO Low Duration Income Fund PFTPX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- ASC Trust Traditional IRA ⇒ PIMCO RealEstate Real Return PETPX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- ASC Trust Traditional IRA ⇒ T. Rowe Price Capital Appreciation PRWCX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
joint ASC Wealth Management/Fidelity (joint) ⇒ Schwab US Dividend Equity ETF SCHD [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2023 |
PSLDX ASC Trust Roth IRA ⇒ PIMCO StockPlus Long Duration Fd Insti Clas (PSLDX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
SCHD ASC Trust Roth IRA ⇒ Schwab US Dividend Equity ETF (SCHD) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
PRWCX ASC Trust Roth IRA ⇒ T. Rowe Price Capital Appreciation Fund (PRWCX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
VYMI ASC Trust Roth IRA ⇒ Vanguard International High Dividend Yield ETF (VYMI) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
VWIAX ASC Trust Roth IRA ⇒ Vanguard Wellesley Income Fund Admiral Shares (VWIAX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- ASC Trust Traditional IRA ⇒ Metropolitan West Flexible Income MWFSX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
joint ASC Wealth Management/Fidelity (joint) ⇒ Vanguard Wellesley Income Admiral VWIAX [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2023 |
joint ASC Wealth Management/Fidelity (joint) ⇒ Vanguard Whitehall FDS Intl High ETF VYMI [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2023 |
PCEF ASC Trust Roth IRA ⇒ Invesco CEF Income Composite ETF (PCEF) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
joint ASC Wealth Management/Fidelity (joint) ⇒ Fidelity Multi-Asset Income Fund FMSDX [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2023 |
joint ASC Wealth Management/Fidelity (joint) ⇒ Fidelity Strategic Income Fund FADMX [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2023 |
joint ASC Wealth Management/Fidelity (joint) ⇒ Invesco Exch Traded FD TR II CEF INM PCEF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2023 |
PETPX ASC Trust Roth IRA ⇒ PIMCO RealEstateRealReturn Strategy Fund Class I-2 (PETPX) [MF]Mutual Funds | $1 - $1,000 | SP | Tax-Deferred | 2023 | |
PFTPX ASC Trust Roth IRA ⇒ PIMCO Low Duration Income Fund Class I-2 (PFTPX) [MF]Mutual Funds | $1 - $1,000 | SP | Tax-Deferred | 2023 | |
- Northern Mariana Islands Settlement Fund [PE]Pensions | Undetermined | $15,001 - $50,000 | pension | 2023 | |
- PENTAGON FEDERAL CREDIT UNION [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | $1,001 - $2,500 | Interest | 2022 | |
joint ASC Wealth Management/Fidelity (joint) ⇒ Core Account - Cash [OT]Other | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2022 |
joint ASC Wealth Management/Fidelity (joint) ⇒ Fidelity Balanced FBALX [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2022 |
- ASC Trust ⇒ Invesco CEF Income Composite ETF PECF [MF]Mutual Funds | $15,001 - $50,000 | SP | 2022 | ||
- ASC Trust ⇒ Fidelity Multi-Asset Income Fund FMSDX [MF]Mutual Funds | $15,001 - $50,000 | SP | 2022 | ||
- ASC Trust ⇒ Vanguard Wellesley Income Admiral VWIAX [MF]Mutual Funds | $15,001 - $50,000 | SP | 2022 | ||
- ASC Trust ⇒ Schwab US Dividend Equity ETF SCHD [MF]Mutual Funds | $15,001 - $50,000 | SP | 2022 | ||
- ASC Trust ⇒ PIMCO Income Instl PIMIX [MF]Mutual Funds | $15,001 - $50,000 | SP | 2022 | ||
- ASC Trust ⇒ Vanguard International High Dividend VYMI [MF]Mutual Funds | $15,001 - $50,000 | SP | 2022 | ||
- ASC Trust ⇒ PIMCO Stock Plus PSLDX [MF]Mutual Funds | $15,001 - $50,000 | SP | 2022 | ||
joint ASC Wealth Management/Fidelity (joint) ⇒ Vanguard Whitehall FDS Intl High ETF VYMI [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2022 |
- ASC Trust ⇒ Fidelity Institutional Money Market FMPXX [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2022 |
- ASC Trust ⇒ Metropolitan West Flexible Income MWFSX [MF]Mutual Funds | $1,001 - $15,000 | SP | 2022 | ||
- ASC Trust ⇒ PIMCO Low Duration Income Fund PFTPX [MF]Mutual Funds | $1,001 - $15,000 | SP | 2022 | ||
- ASC Trust ⇒ PIMCO RealEstate Real Return PETPX [MF]Mutual Funds | $1,001 - $15,000 | SP | 2022 | ||
- ASC Trust ⇒ T. Rowe Price Capital Appreciation PRWCX [MF]Mutual Funds | $1,001 - $15,000 | SP | 2022 | ||
joint ASC Wealth Management/Fidelity (joint) ⇒ Fidelity Multi-Asset Income Fund FMSDX [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2022 |
joint ASC Wealth Management/Fidelity (joint) ⇒ Fidelity Strategic Income Fund FADMX [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2022 |
joint ASC Wealth Management/Fidelity (joint) ⇒ Invesco Exch Traded FD TR II CEF INM PCEF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2022 |
joint ASC Wealth Management/Fidelity (joint) ⇒ Schwab US Dividend Equity ETF SCHD [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2022 |
joint ASC Wealth Management/Fidelity (joint) ⇒ Vanguard Wellesley Income Admiral VWIAX [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2022 |
- FIRST HAWAIIAN BANK [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | $1 - $200 | Interest | 2022 | |
- ASC Trust ⇒ Fidelity INV MM Fds Money Market [MF]Mutual Funds | $250,001 - $500,000 | SP | 2021 | ||
- PENTAGON FEDERAL CREDIT UNION [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | $201 - $1,000 | Interest | 2021 | |
joint ASC Wealth Management/Fidelity (joint) ⇒ Fidelity Balanced [MF]Mutual Funds | $15,001 - $50,000 | JT | 2021 | ||
joint ASC Wealth Management/Fidelity (joint) ⇒ Total Core Account [IH]IRA (Held in Cash) | $15,001 - $50,000 | JT | 2021 | ||
- FIRST HAWAIIAN BANK [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2021 | |
joint ASC Wealth Management/Fidelity (joint) ⇒ Invesco Exch Traded FD TR II CEF INM [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | 2021 | ||
joint ASC Wealth Management/Fidelity (joint) ⇒ Schwab US Dividend Equity ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | 2021 | ||
joint ASC Wealth Management/Fidelity (joint) ⇒ Vanguard Wellesley Income Admiral [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2021 |
joint ASC Wealth Management/Fidelity (joint) ⇒ Fidelity Multi-Asset Income Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2021 |
joint ASC Wealth Management/Fidelity (joint) ⇒ Vanguard Whitehall FDS Intl High ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2021 |
joint ASC Wealth Management/Fidelity (joint) ⇒ Fidelity Strategic Income Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2021 |
- DFS Group Limited 401k ⇒ FID CONTRAFUND K [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2020 | |
- FIRST HAWAIIAN BANK [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $1,001 - $2,500 | Interest | 2020 | |
- DFS Group Limited 401k ⇒ TRP Equity Income I [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2020 | |
- DFS Group Limited 401k ⇒ FID 500 INDEX [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2020 | |
- PENTAGON FEDERAL CREDIT UNION [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2020 | |
- DFS Group Limited 401k ⇒ AQR INTL EQUITY R6 [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- DFS Group Limited 401k ⇒ FID FREEDOM 2030 K [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- CNMI GOVERNMENT PENSION [PE]Pensions | Undetermined | $15,001 - $50,000 | PENSION | 2020 | |
- DFS Group Limited 401k ⇒ FID CONTRAFUND K [MF]Mutual Funds | $50,001 - $100,000 | SP | $5,001 - $15,000 | Dividends | 2019 |
- DFS Group Limited 401k ⇒ FID 500 INDEX [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2019 |
- DFS Group Limited 401k ⇒ TRP Equity Income I [MF]Mutual Funds | $15,001 - $50,000 | SP | $2,501 - $5,000 | Dividends | 2019 |
- PENTAGON FEDERAL CREDIT UNION [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2019 | |
- DFS Group Limited 401k ⇒ FID FREEDOM 2030 K [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2019 |
- FIRST HAWAIIAN BANK [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2019 | |
- DFS Group Limited 401k ⇒ AQR INTL EQUITY R6 [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2019 |
- CNMI GOVERNMENT PENSION [PE]Pensions | Undetermined | $15,001 - $50,000 | PENSION | 2019 | |
- DFS Group Limited 401k ⇒ FID 500 INDEX INST [MF]Mutual Funds | None | SP | $201 - $1,000 | Dividends | 2019 |
- DFS Group Limited 401k ⇒ FID CONTRAFUND K [MF]Mutual Funds | $50,001 - $100,000 | SP | $5,001 - $15,000 | Dividends | 2018 |
- DFS Group Limited 401k ⇒ FID 500 INDEX [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2018 |
- DFS Group Limited 401k ⇒ TRP Equity Income I [MF]Mutual Funds | $15,001 - $50,000 | SP | $2,501 - $5,000 | Dividends | 2018 |
- PENTAGON FEDERAL CREDIT UNION [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2018 | |
- FIRST HAWAIIAN BANK [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2018 | |
- DFS Group Limited 401k ⇒ FID FREEDOM 2030 K [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2018 |
- DFS Group Limited 401k ⇒ AQR INTL EQUITY R6 [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2018 |
- CNMI GOVERNMENT PENSION [PE]Pensions | Undetermined | $5,001 - $15,000 | PENSION | 2018 | |
- DFS Group Limited 401k ⇒ FID 500 INDEX INST [MF]Mutual Funds | None | SP | $201 - $1,000 | Dividends | 2018 |
- DFS Group Limited 401k ⇒ FID Contrafund K [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2017 | |
- First Hawaiian Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2017 | |
- DFS Group Limited 401k ⇒ TRP Equity Income I [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2017 | |
- DFS Group Limited 401k ⇒ FID 500 Index Inst [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2017 | |
- DFS Group Limited 401k ⇒ AQR Intl Equity R6 [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- DFS Group Limited 401k ⇒ FID Freedom 2030 K [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- CNMI Government Pension [PE]Pensions | Undetermined | $1,001 - $2,500 | Pension | 2017 | |
- DFS Group Limited 401k ⇒ FID Freedom K 2030 [MF]Mutual Funds | None | SP | Tax-Deferred | 2017 | |
- DFS Group Limited 401k ⇒ TRP Equity Inc Adv [MF]Mutual Funds | None | SP | Tax-Deferred | 2017 | |
- DFS Group Limited 401k ⇒ FID Contrafund [MF]Mutual Funds | None | SP | Tax-Deferred | 2017 | |
- DFS Group Limited 401k ⇒ Dodge & Cox Intl Stk [MF]Mutual Funds | None | SP | Tax-Deferred | 2017 | |
- DFS Group Limited 401k ⇒ FID Freedom 2030 [MF]Mutual Funds | None | SP | Tax-Deferred | 2017 | |
- DFS Group Limited 401k ⇒ FID CONTRAFUND K | $50,001 - $100,000 | SP | $2,501 - $5,000 | Dividends, Revenue Credit | 2016 |
- DFS Group Limited 401k ⇒ TRP EQUITY INCOME I | $15,001 - $50,000 | SP | $1,001 - $2,500 | Dividends, Revenue Credit | 2016 |
- DFS Group Limited 401k ⇒ FID 500 INDEX INST | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends, Revenue Credit | 2016 |
- LOT 005 #01 SAIPAN, MP | $15,001 - $50,000 | JT | 2016 | ||
- DFS Group Limited 401k ⇒ FID FREEDOM K 2030 | $1,001 - $15,000 | SP | $1 - $200 | Dividends, Revenue Credit | 2016 |
- DFS Group Limited 401k ⇒ DODGE & COX INTL STK | $1,001 - $15,000 | SP | $1 - $200 | Dividends, Revenue Credit | 2016 |
- FID Contrafund | $50,001 - $100,000 | SP | 2015 | ||
- Lot 005 #01 Saipan | $15,001 - $50,000 | JT | 2015 | ||
- TRP Equity Inc Adv | $15,001 - $50,000 | SP | 2015 | ||
- SPTN 500 Index Inst | $15,001 - $50,000 | SP | 2015 | ||
- Dodge & Cox Int'l STK | $1,001 - $15,000 | SP | 2015 | ||
- FID Freedom 2030 | $1,001 - $15,000 | SP | 2015 | ||
- FID Contrafund | $50,001 - $100,000 | SP | 2014 | ||
- Lot 005 #01 Saipan | $15,001 - $50,000 | JT | 2014 | ||
- TRP Equity Inc Adv | $15,001 - $50,000 | SP | 2014 | ||
- SPTN 500 Index Inst | $15,001 - $50,000 | SP | 2014 | ||
- Dodge & Cox Int'l STK | $1,001 - $15,000 | SP | 2014 | ||
- FID Freedom 2030 | $1,001 - $15,000 | SP | 2014 | ||
- FID Contrafund | $50,001 - $100,000 | SP | 2013 | ||
- Lot 005 #01 Saipan | $15,001 - $50,000 | JT | 2013 | ||
- SPTN 500 Index Inst | $15,001 - $50,000 | SP | 2013 | ||
- TRP Equity Inc Adv | $15,001 - $50,000 | SP | 2013 | ||
- FID Freedom 2030 | $1,001 - $15,000 | SP | 2013 | ||
- Dodge & Cox Int'l STK | $1,001 - $15,000 | SP | 2013 |
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