—
Net Worth Est.
$1.89MTrade volume
$0Total trades
-----Last Traded
----Exchange Traded Funds (ETF)
$1.1M
Real Property
$375K
Mutual Funds
$215.5K
Government Securities and Agency Debt
$175K
Bank Accounts, Money Market Accounts and CDs
$32.5K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![Casa Stimus [RP]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Casa Stimus [RP]Real Property | $250,001 - $500,000 | $5,001 - $15,000 | Rent | 2023 | |
VXUS Vanguard Total International Stock ETF (VXUS) [EF]Exchange Traded Funds (ETF) | $250,001 - $500,000 | $5,001 - $15,000 | Dividends | 2023 | |
DLS WisdomTree International SmallCap Fund (DLS) [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | $5,001 - $15,000 | Dividends | 2023 | |
VBR Vanguard Small-Cap Value ETF (VBR) [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | $2,501 - $5,000 | Dividends | 2023 | |
SPAXX Fidelity Government Money Market Fund (SPAXX) [MF]Mutual Funds | $100,001 - $250,000 | $1,001 - $2,500 | Dividends | 2023 | |
EFV iShares MSCI EAFE Value ETF (EFV) [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | $5,001 - $15,000 | Dividends | 2023 | |
- US Treas NTS Ser [GS]Government Securities and Agency Debt | $100,001 - $250,000 | $1,001 - $2,500 | Capital Gains, Interest | 2023 | |
- American Bank - Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2023 | |
FALN iShares Fallen Angels USD Bond ETF (FALN) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
TIP iShares TIPS Bond ETF (TIP) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
THOPX Thompson Bond Fund (THOPX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
GRNB VanEck Green Bond ETF (GRNB) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares (VTIP) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
BNDX Vanguard Total International Bond ETF (BNDX) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
DEHP Dimensional ETF Trust Dimensional Emerging Markets High Profitability ETF (DEHP) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2023 | |
SPAXX Fidelity Government Money Market Fund (SPAXX) [MF]Mutual Funds | $1,001 - $15,000 | 2023 | |||
- Thrift Savings Plan [MF]Mutual Funds | $1,000,001 - $5,000,000 | Tax-Deferred | 2022 | ||
- Casa Stimus [RP]Real Property | $250,001 - $500,000 | $5,001 - $15,000 | Rent | 2022 | |
- Vanguard Total International Stock [MF]Mutual Funds | $250,001 - $500,000 | Tax-Deferred | 2022 | ||
- Vanguard Small Cap Value ETF [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | Tax-Deferred | 2022 | ||
- IShares TR EAFE Value [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | Tax-Deferred | 2022 | ||
- Wisdomtree TR Intl Smallcap Divid FD [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | Tax-Deferred | 2022 | ||
- Vanguard Mun BD FDS Tax Exempt BD [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | Tax-Deferred | 2022 | ||
- Vanguard PA LT Tax Ex Inv [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
- Vaneck ETf Trust Green Bond ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Vanguard Charlotte Total Intl BD [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Dimensional ETF Trust Emerging [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- IShares TIPS Bond ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- IShares Trust Fallen Angels USD BD ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Thompson Bond Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- American Bank Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2022 | |
- Fidelity Gov't Money Market [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Vanguard SHT-Term Inflation-Protected [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- IShares TR US Home Cons ETF [EF]Exchange Traded Funds (ETF) | None | $5,001 - $15,000 | Capital Gains | 2022 | |
- Doubleline Total RT Bond FD CLN [MF]Mutual Funds | None | $2,501 - $5,000 | Capital Gains | 2022 | |
- Thrift Savings Plan [MF]Mutual Funds | $1,000,001 - $5,000,000 | Tax-Deferred | 2021 | ||
- Casa Stimus [RP]Real Property | $250,001 - $500,000 | $5,001 - $15,000 | Rent | 2021 | |
- Vanguard Total International Stock [MF]Mutual Funds | $250,001 - $500,000 | Tax-Deferred | 2021 | ||
- Fidelity Municipal Bond Index Fund [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2021 | ||
- IShares TR EAFE Value [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | Tax-Deferred | 2021 | ||
- Vanguard PA LT Tax Ex Inv [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2021 | ||
- Vanguard Small Cap Value ETF [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | Tax-Deferred | 2021 | ||
- Wisdomtree TR Intl Smallcap Divid FD [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | Tax-Deferred | 2021 | ||
- IShares TR US Home Cons ETF [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
- IShares TIPS Bond ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Vanguard Charlotte Total Intl BD [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Vanguard INTL Equity Index FDS [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Doubleline Total RT Bond FD CLN [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- PA Muni Retirement Systems [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Fidelity Gov't Money Market [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- American Bank Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2021 | |
- SPAXX [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Thrift Savings Plan [MF]Mutual Funds | $1,000,001 - $5,000,000 | Tax-Deferred | 2020 | ||
- Vanguard Total International Stock [MF]Mutual Funds | $250,001 - $500,000 | Tax-Deferred | 2020 | ||
- Casa Stimus [RP]Real Property | $250,001 - $500,000 | $5,001 - $15,000 | Rent | 2020 | |
- Vanguard Instl Target Retirement [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | Tax-Deferred | 2020 | ||
- Wisdomtree International Small Cap Div Fund [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | Tax-Deferred | 2020 | ||
- Vanguard PA LT Tax Ex Inv [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2020 | ||
- Vanguard Small Cap Value ETF [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | Tax-Deferred | 2020 | ||
- Fidelity Municipal Bond Index Fund [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2020 | ||
- IShares TR EAFE Value [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | Tax-Deferred | 2020 | ||
- Vanguard Charlotte Total Intl BD [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Doubleine Total RT Bond FD CLN [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- IShares IBonds Dec 2021 Term Corporate [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- IShares TR US Home Cons ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- IShares Trust United States Treasury [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Thompson Bond Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- SPAXX [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- PA Muni Retirement Systems [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Fidelity Gov't Money Market [MF]Mutual Funds | $1 - $1,000 | Tax-Deferred | 2020 | ||
- American Bank Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | $1 - $200 | Interest | 2020 | |
- FDRXX [MF]Mutual Funds | $1 - $1,000 | Tax-Deferred | 2020 | ||
- Vangaurd Index FDS Vanguard Small Cap GR [EF]Exchange Traded Funds (ETF) | None | $5,001 - $15,000 | Capital Gains | 2020 | |
- Vangaurd Index FDS Vanguard Value ETF [EF]Exchange Traded Funds (ETF) | None | $15,001 - $50,000 | Capital Gains | 2020 | |
- Vanguard Index FDS Vanguard Growth ETF [EF]Exchange Traded Funds (ETF) | None | $15,001 - $50,000 | Capital Gains | 2020 | |
- Vanguard Index FDS Vanguard Growth ETF [EF]Exchange Traded Funds (ETF) | None | $15,001 - $50,000 | Capital Gains | 2020 | |
- Vanguard Index FDS Vanguard Value ETF [EF]Exchange Traded Funds (ETF) | None | $15,001 - $50,000 | Capital Gains | 2020 | |
- Wisdomtree TR Intl Smallcap Divid FD [EF]Exchange Traded Funds (ETF) | None | $1,001 - $2,500 | Capital Gains | 2020 | |
- VUG [EF]Exchange Traded Funds (ETF) | $250,001 - $500,000 | Tax-Deferred | 2019 | ||
- VTV [EF]Exchange Traded Funds (ETF) | $250,001 - $500,000 | Tax-Deferred | 2019 | ||
- Casa Stimus [RP]Real Property | $250,001 - $500,000 | $5,001 - $15,000 | Rent | 2019 | |
- VSS [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | Tax-Deferred | 2019 | ||
- VBK [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | Tax-Deferred | 2019 | ||
- SPAXX [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2019 | ||
- FDRXX [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2019 | ||
- DFEOX [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2019 | ||
- LSBDX [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | Tax-Deferred | 2019 | ||
- DFIEX [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2019 | ||
- Share Tip Bond [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | Tax-Deferred | 2019 | ||
- Vanguard Instl Target Retirement [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2019 | ||
- Sprott Physical Gold & Silver Trust [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- FLPSX [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- IShares [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- MERFX [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- TBGVX [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- Templeton [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- Thompspn Bond Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- Thrift Savings Plan [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- Vanguard Charlotte Total Intl BD [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- VNQI [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- DLTNX [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- DLTNX [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- BNDX [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- DFCEX [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- DFITX [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- DFREX [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- DIAMX [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- Doubleline Total RT Bond FD CLN [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- PA Muni Retirement System [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Fidelity Gov't Money Market [MF]Mutual Funds | $1 - $1,000 | Tax-Deferred | 2019 | ||
- American Bank Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | $1 - $200 | Interest | 2019 | |
- Nuveen PA QLT Mun FD Com [EF]Exchange Traded Funds (ETF) | None | $201 - $1,000 | Capital Gains | 2019 | |
- Gross McGinley LLP Loan [DO]Debts Owed to the Filer | None | $1 - $200 | Interest | 2019 | |
- Allentown Crown Tower Associates [RP]Real Property | None | $1,001 - $2,500 | Dividends | 2019 | |
- DOW Inc Co [EF]Exchange Traded Funds (ETF) | None | $201 - $1,000 | Capital Gains | 2019 | |
- Vanguard Index FDS Vanguard Growth ETF [EF]Exchange Traded Funds (ETF) | None | $1,001 - $2,500 | Capital Gains | 2019 | |
- Vanguard Index FDS Vanguard Growth ETF [EF]Exchange Traded Funds (ETF) | None | $5,001 - $15,000 | Capital Gains | 2019 | |
- Fidelity PA Muni Income [EF]Exchange Traded Funds (ETF) | None | $201 - $1,000 | Capital Gains | 2019 | |
- Vanguard Index FDS Small Cap GR [EF]Exchange Traded Funds (ETF) | None | $1,001 - $2,500 | Capital Gains | 2019 | |
- Vanguard Index FDS Vanguard Value ETF FO [EF]Exchange Traded Funds (ETF) | None | $1,001 - $2,500 | Capital Gains | 2019 |
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