—
Net Worth Est.
$1.3MTrade volume
$0Total trades
-----Last Traded
----Mutual Funds
$1.06M
Exchange Traded Funds (ETF)
$72.5K
529 Portfolio
$65K
Bank Accounts, Money Market Accounts and CDs
$40.5K
Pensions
$32.5K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
PRBLX Elizabeth Wohl IRA ⇒ Parnassus Core Equity Fund-Investor Shares (PRBLX) [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2023 | |
TGUNX Elizabeth Wohl IRA ⇒ TCW New America Premier Equities Fund - N Class (TGUNX) [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2023 | |
MVIAX Elizabeth Wohl IRA ⇒ Praxis Value Index Fund, Class A Shares (MVIAX) [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2023 | |
![VHEIP 529 Plan ⇒ Age 16 [5F]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - VHEIP 529 Plan ⇒ Age 16 [5F]529 Portfolio | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
- Brattleboro Savings & Loan [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | 2023 | ||
BTMFX Elizabeth Wohl IRA ⇒ Boston Trust Midcap Fund (BTMFX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
CFAIX Elizabeth Wohl IRA ⇒ Calvert Conservative Allocation Fund Class I (CFAIX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
CVMIX Elizabeth Wohl IRA ⇒ Calvert Emerging Markets Equity Fund Class I (CVMIX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
CUBIX Elizabeth Wohl IRA ⇒ Calvert Flexible Bond Fund Class I (CUBIX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
CSVIX Elizabeth Wohl IRA ⇒ Calvert Small Cap Fund Class I (CSVIX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
ECOIX Elizabeth Wohl IRA ⇒ Ecofin Global Renewables Infrastructure Fund Institutional Class (ECOIX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
AFRYX Elizabeth Wohl IRA ⇒ Invesco Floating Rate ESG Fund Class Y (AFRYX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
ESGD Elizabeth Wohl IRA ⇒ iShares ESG Aware MSCI EAFE ETF (ESGD) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
NCRLX Elizabeth Wohl IRA ⇒ Neuberger Berman Core Bond Institutional Class (NCRLX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
PORTX Elizabeth Wohl IRA ⇒ Trillium ESG Global Equity Fund Investor (PORTX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
BAFWX Elizabeth Wohl Roth IRA ⇒ Brown Advisory Sustainable Growth Fd Inst Shs (BAFWX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
CFJIX Elizabeth Wohl Roth IRA ⇒ Calvert U.S. Large Cap Value Responsible Index Fund Class I (CFJIX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
FFFFX Fidelity Inc. 401k ⇒ Fidelity Freedom 2040 (FFFFX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
BAFWX Rebecca Balint Roth IRA ⇒ Brown Advisory Sustainable Growth Fd Inst Shs (BAFWX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
CFJIX Rebecca Balint Roth IRA ⇒ Calvert U.S. Large Cap Value Responsible Index Fund Class I (CFJIX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Vermont State Teachers Pension [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- VHEIP 529 Plan ⇒ Age 12-13 [5F]529 Portfolio | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
CUBIX Balint & Wohl- Joint WROS ⇒ Calvert Flexible Bond Fund Class I (CUBIX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2023 |
JVLIX DC 1 Education Trust ⇒ John Hancock Fds III Disciplined Value Fund Class I Dividends (JVLIX) [MF]Mutual Funds | $1,001 - $15,000 | DC | $201 - $1,000 | Capital Gains, | 2023 |
WOBDX DC 1 Education Trust ⇒ JPMorgan Core Bond Fund I Class (WOBDX) [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2023 |
MFEIX DC 1 Education Trust ⇒ MFS Growth Fund Class I (MFEIX) [MF]Mutual Funds | $1,001 - $15,000 | DC | $1,001 - $2,500 | Capital Gains | 2023 |
MCVIX DC 1 Education Trust ⇒ MFS Mid Cap Value Fund - Class I (MCVIX) [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2023 |
TROIX DC 1 Education Trust ⇒ T. Rowe Price Overseas Stock Fund - I Class (TROIX) [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2023 |
TEGYX DC 1 Education Trust ⇒ Touchstone Mid Cap Growth Class Y (TEGYX) [MF]Mutual Funds | $1,001 - $15,000 | DC | 2023 | ||
ECOIX Balint & Wohl- Joint WROS ⇒ Ecofin Global Renewables Infrastructure Fund Institutional Class (ECOIX) [MF]Mutual Funds | $1,001 - $15,000 | JT | 2023 | ||
AFRYX Balint & Wohl- Joint WROS ⇒ Invesco Floating Rate ESG Fund Class Y (AFRYX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2023 |
ESGD Balint & Wohl- Joint WROS ⇒ iShares ESG Aware MSCI EAFE ETF (ESGD) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | 2023 | ||
BGRN Balint & Wohl- Joint WROS ⇒ iShares USD Green Bond ETF (BGRN) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | 2023 | ||
NCRLX Balint & Wohl- Joint WROS ⇒ Neuberger Berman Core Bond Institutional Class (NCRLX) [MF]Mutual Funds | $1,001 - $15,000 | JT | 2023 | ||
PRBLX Balint & Wohl- Joint WROS ⇒ Parnassus Core Equity Fund-Investor Shares (PRBLX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2023 |
MVIAX Balint & Wohl- Joint WROS ⇒ Praxis Value Index Fund, Class A Shares (MVIAX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2023 |
TGUNX Balint & Wohl- Joint WROS ⇒ TCW New America Premier Equities Fund - N Class (TGUNX) [MF]Mutual Funds | $1,001 - $15,000 | JT | 2023 | ||
PORTX Balint & Wohl- Joint WROS ⇒ Trillium ESG Global Equity Fund Investor (PORTX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2023 |
FSMDX Rebecca Balint IRA ⇒ Fidelity Mid Cap Index Fund (FSMDX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
AVFIX DC 1 Education Trust ⇒ American Beacon Small Cap Value Fd Inst Cl (AVFIX) [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2023 |
BEXIX DC 1 Education Trust ⇒ Baron Emerging Markets Fd Inst Shs (BEXIX) [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2023 |
BEXIX DC 2 Education Trust ⇒ Baron Emerging Markets Fd Inst Shs (BEXIX) [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2023 |
FBKWX DC 2 Education Trust ⇒ Fidelity Advisor Total Bond Fund: Class Z (FBKWX) [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2023 |
JVLIX DC 2 Education Trust ⇒ John Hancock Fds III Disciplined Value Fund Class I Dividends (JVLIX) [MF]Mutual Funds | $1,001 - $15,000 | DC | $201 - $1,000 | Capital Gains, | 2023 |
WOBDX DC 2 Education Trust ⇒ JPMorgan Core Bond Fund I Class (WOBDX) [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2023 |
MFEIX DC 2 Education Trust ⇒ MFS Growth Fund Class I (MFEIX) [MF]Mutual Funds | $1,001 - $15,000 | DC | $1,001 - $2,500 | Capital Gains | 2023 |
TROIX DC 2 Education Trust ⇒ T. Rowe Price Overseas Stock Fund - I Class (TROIX) [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2023 |
- Elizabeth Wohl IRA ⇒ Advisory Retirement Sweep Program [IH]IRA (Held in Cash) | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
FSSNX Rebecca Balint IRA ⇒ Fidelity Small Cap Index Fund (FSSNX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
FXNAX Rebecca Balint IRA ⇒ Fidelity U.S. Bond Index Fund (FXNAX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
BOSOX Rebecca Balint Roth IRA ⇒ Boston Trust Walden Small Cap Fund (BOSOX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
CGBIX Rebecca Balint Roth IRA ⇒ Calvert Green Bond Fund Class I (CGBIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Arc Benders Circus Opera LLC [OL]Ownership Interest | $1,001 - $15,000 | SP | 2023 | ||
HHHYX Rebecca Balint Roth IRA ⇒ Hartford Schroders Emerging Markets Equity Fund Class Y (HHHYX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
ESGD Rebecca Balint Roth IRA ⇒ iShares ESG Aware MSCI EAFE ETF (ESGD) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
BGRN Elizabeth Wohl IRA ⇒ iShares USD Green Bond ETF (BGRN) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
PRILX Rebecca Balint Roth IRA ⇒ Parnassus Core Equity Fund-Institutional Shares (PRILX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
CFAIX Balint & Wohl- Joint WROS ⇒ Calvert Conservative Allocation Fund Class I (CFAIX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2023 |
BTMFX Balint & Wohl- Joint WROS ⇒ Boston Trust Midcap Fund (BTMFX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2023 |
- Balint & Wohl- Joint WROS ⇒ Bank Deposit Sweep Program [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | 2023 | ||
PFPMX Rebecca Balint Roth IRA ⇒ Parnassus Mid Cap Fund - Institutional Shares (PFPMX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
BOSOX Elizabeth Wohl Roth IRA ⇒ Boston Trust Walden Small Cap Fund (BOSOX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
PLDIX Rebecca Balint Roth IRA ⇒ PIMCO Low Duration ESG Fund Institutional Class (PLDIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
CGBIX Elizabeth Wohl Roth IRA ⇒ Calvert Green Bond Fund Class I (CGBIX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
RGHYX Rebecca Balint Roth IRA ⇒ RBC BlueBay High Yield Bond Fund Class I (RGHYX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
HHHYX Elizabeth Wohl Roth IRA ⇒ Hartford Schroders Emerging Markets Equity Fund Class Y (HHHYX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
ESGD Elizabeth Wohl Roth IRA ⇒ iShares ESG Aware MSCI EAFE ETF (ESGD) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
PRILX Elizabeth Wohl Roth IRA ⇒ Parnassus Core Equity Fund-Institutional Shares (PRILX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
PFPMX Elizabeth Wohl Roth IRA ⇒ Parnassus Mid Cap Fund - Institutional Shares (PFPMX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
PLDIX Elizabeth Wohl Roth IRA ⇒ PIMCO Low Duration ESG Fund Institutional Class (PLDIX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
RGHYX Elizabeth Wohl Roth IRA ⇒ RBC BlueBay High Yield Bond Fund Class I (RGHYX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
TSBIX Elizabeth Wohl Roth IRA ⇒ TIAA-CREF Core Impact Bond Instl (TSBIX) [OT]Other | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
TSBIX Rebecca Balint Roth IRA ⇒ TIAA-CREF Core Impact Bond Instl (TSBIX) [OT]Other | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
FSGGX Rebecca Balint IRA ⇒ Fidelity Global ex U.S. Index Fund (FSGGX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
FSPGX Rebecca Balint IRA ⇒ Fidelity Large Cap Growth Index Fund (FSPGX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
FLCOX Rebecca Balint IRA ⇒ Fidelity Large Cap Value Index Fund (FLCOX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
CVMIX Balint & Wohl- Joint WROS ⇒ Calvert Emerging Markets Equity Fund Class I (CVMIX) [MF]Mutual Funds | $1,001 - $15,000 | JT | 2023 | ||
FBKWX DC 1 Education Trust ⇒ Fidelity Advisor Total Bond Fund: Class Z (FBKWX) [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2023 |
CSVIX Balint & Wohl- Joint WROS ⇒ Calvert Small Cap Fund Class I (CSVIX) [MF]Mutual Funds | $1,001 - $15,000 | JT | 2023 | ||
MISIX DC 1 Education Trust ⇒ Victory Trivalent International Small-Cap CL I (MISIX) [MF]Mutual Funds | $1 - $1,000 | DC | $1 - $200 | Dividends | 2023 |
WIAEX DC 1 Education Trust ⇒ Wasatch Small Cap Growth Fund Instl Cl (WIAEX) [MF]Mutual Funds | $1 - $1,000 | DC | 2023 | ||
AVFIX DC 2 Education Trust ⇒ American Beacon Small Cap Value Fd Inst Cl (AVFIX) [MF]Mutual Funds | $1 - $1,000 | DC | $1 - $200 | Dividends | 2023 |
MISIX DC 2 Education Trust ⇒ Victory Trivalent International Small-Cap CL I (MISIX) [MF]Mutual Funds | $1 - $1,000 | DC | $1 - $200 | Dividends | 2023 |
EIBIX DC 2 Education Trust ⇒ Eaton Vance Income Fd of Boston Insti Shs (EIBIX) [MF]Mutual Funds | $1 - $1,000 | DC | $1 - $200 | Dividends | 2023 |
WIAEX DC 2 Education Trust ⇒ Wasatch Small Cap Growth Fund Instl Cl (WIAEX) [MF]Mutual Funds | $1 - $1,000 | DC | 2023 | ||
MCVIX DC 2 Education Trust ⇒ MFS Mid Cap Value Fund - Class I (MCVIX) [MF]Mutual Funds | $1 - $1,000 | DC | $201 - $1,000 | Capital Gains | 2023 |
EIBIX DC 1 Education Trust ⇒ Eaton Vance Income Fd of Boston Insti Shs (EIBIX) [MF]Mutual Funds | $1 - $1,000 | DC | $1 - $200 | Dividends | 2023 |
TEGYX DC 2 Education Trust ⇒ Touchstone Mid Cap Growth Class Y (TEGYX) [MF]Mutual Funds | $1 - $1,000 | DC | 2023 | ||
- The Girl in the Yellow Pantsuit: Essays on Politics, History, and Culture [IP]Intellectual Property & Royalties | Undetermined | $5,001 - $15,000 | Royalties | 2023 | |
CDSIX Balint & Wohl- Joint WROS ⇒ Calvert Short Duration Income Fund Class I (CDSIX) [MF]Mutual Funds | None | JT | $201 - $1,000 | Dividends | 2023 |
FZDXX Balint & Wohl- Joint WROS ⇒ Fidelity Money Market Fund: Premium Class (FZDXX) [MF]Mutual Funds | None | JT | $201 - $1,000 | Dividends | 2023 |
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