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Net Worth Est.
$3.71MTrade volume
$0Total trades
-----Last Traded
----Real Property
$3M
Mutual Funds
$509.01K
Bank Accounts, Money Market Accounts and CDs
$183K
Fixed Annuity
$8K
Whole/Universal Insurance
$8K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![Residential property [RP]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Residential property [RP]Real Property | $1,000,001 - $5,000,000 | $15,001 - $50,000 | Rent | 2023 | |
- Wells Fargo Bank [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $1 - $200 | Interest | 2023 |
- Charles Schwab IRA ⇒ DFA US Core Equity 2 [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
- Charles Schwab IRA ⇒ DFA Investment Grade [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
- Charles Schwab IRA ⇒ DFA International Core Equity [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
- Charles Schwab IRA ⇒ DFA Short Term Extened Quality Port [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Charles Schwab IRA ⇒ DFA Emerging Markets Core [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Charles Schwab IRA ⇒ DFA US Hi Relatv Profitability [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Charles Schwab IRA ⇒ DFA Global Real Estate [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Charles Schwab IRA ⇒ DFA US Targeted Value [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Charles Schwab IRA ⇒ DFA International Small [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Charles Schwab IRA ⇒ DFA International Value [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Charles Schwab IRA ⇒ DFA Intl Hi Relatv Profitability [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Charles Schwab IRA ⇒ Brokerage Sweep Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Charles Schwab IRA ⇒ DFA Short-Duration Real [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Charles Schwab IRA ⇒ DFA US Large Cap Value [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Charles Schwab IRA ⇒ DFA US Small Cap [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Mass Mutual ⇒ Mass Mutual (Fixed Annuity) [FN]Fixed Annuity | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- AIG Life Insurance ⇒ AIG Life Insurance [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2023 | |||
- Wells Fargo Bank [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $1 - $200 | Interest | 2022 |
- Charles Schwab IRA ⇒ DFA International Core Equity [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
- Charles Schwab IRA ⇒ DFA US Core Equity 2 [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
- Charles Schwab IRA ⇒ DFA Investment Grade [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
- Charles Schwab IRA ⇒ DFA Emerging Markets Core [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Charles Schwab IRA ⇒ DFA International Small [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Charles Schwab IRA ⇒ DFA Intl Hi Relatv Profitability [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Charles Schwab IRA ⇒ DFA US Hi Relatv Profitability [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Charles Schwab IRA ⇒ DFA Short Term Extened Quality Port [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Charles Schwab IRA ⇒ DFA Global Real Estate [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Charles Schwab IRA ⇒ DFA US Targeted Value [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- AIG Life Insurance ⇒ AIG Life Insurance [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2022 | |||
- Charles Schwab IRA ⇒ DFA International Value [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Charles Schwab IRA ⇒ DFA Short-Duration Real [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Charles Schwab IRA ⇒ DFA US Large Cap Value [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Charles Schwab IRA ⇒ DFA US Small Cap [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Mass Mutual ⇒ Mass Mutual (Fixed Annuity) [FN]Fixed Annuity | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Charles Schwab IRA ⇒ Brokerage Sweep Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Charles Schwab IRA ⇒ DFA International Core Equity [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
- Wells Fargo Bank [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | $1 - $200 | Interest | 2021 |
- Charles Schwab IRA ⇒ DFA US Core Equity 2 [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
- Charles Schwab IRA ⇒ DFA Investment Grade [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
- Charles Schwab IRA ⇒ DFA Intl Hi Relatv Profitability [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Charles Schwab IRA ⇒ DFA Short Term Extened Quality Port [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Charles Schwab IRA ⇒ DFA Emerging Markets Core [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Charles Schwab IRA ⇒ DFA Global Real Estate [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Charles Schwab IRA ⇒ DFA US Hi Relatv Profitability [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Charles Schwab IRA ⇒ DFA International Small [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Charles Schwab IRA ⇒ DFA US Targeted Value [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Charles Schwab IRA ⇒ DFA International Value [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- AIG Life Insurance ⇒ AIG Life Insurance [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2021 | |||
- Charles Schwab IRA ⇒ Brokerage Sweep Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Charles Schwab IRA ⇒ DFA Short-Duration Real [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Charles Schwab IRA ⇒ DFA US Large Cap Value [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Charles Schwab IRA ⇒ DFA US Small Cap [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Mass Mutual ⇒ Mass Mutual (Fixed Annuity) [FN]Fixed Annuity | $1,001 - $15,000 | Tax-Deferred | 2021 |
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