—
Net Worth Est.
$1.49MTrade volume
$0Total trades
-----Last Traded
----Whole/Universal Insurance
$482.5K
Bank Accounts, Money Market Accounts and CDs
$376K
Farms
$375K
Mutual Funds
$240K
529 Prepaid Tuition Plan
$8K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![Prudential PruLife UL Protector ⇒ Prudential Life Insurance (Universal) [WU]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Prudential PruLife UL Protector ⇒ Prudential Life Insurance (Universal) [WU]Whole/Universal Insurance | $250,001 - $500,000 | 2023 | |||
- COBALT Federal Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $250,001 - $500,000 | JT | $201 - $1,000 | Dividends | 2023 |
- Hay Field [FA]Farms | $250,001 - $500,000 | JT | $201 - $1,000 | Rent | 2023 |
- LPL Financial ⇒ WLGAX Delaware Ivy Large Cap Growth Cl A [MF]Mutual Funds | $100,001 - $250,000 | $15,001 - $50,000 | Capital Gains | 2023 | |
Whole Athene Life Insurance (Whole) [WU]Whole/Universal Insurance | $50,001 - $100,000 | $201 - $1,000 | Dividends | 2023 | |
- Franklin Mutual Shares fund - Class A ⇒ Franklin Mutual Shares Fund--Class A [MF]Mutual Funds | $15,001 - $50,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2023 | |
- LPL Financial ⇒ LPL Financial WSTAX Delaware Ivy Science and Tech CL Dividends A [MF]Mutual Funds | $15,001 - $50,000 | $5,001 - $15,000 | Capital Gains, | 2023 | |
Whole Athene Life Insurance (Whole) [WU]Whole/Universal Insurance | $15,001 - $50,000 | SP | $1 - $200 | Dividends | 2023 |
- Principle ⇒ Principle Investments (Prin Life Time 2030 Inst Fund) Dividends [PE]Pensions | $1,001 - $15,000 | $2,501 - $5,000 | Capital Gains, | 2023 | |
- USAA 529 College Savings Plan ⇒ USAA College Fund [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2023 |
- Wells Fargo Checking and Savings [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | SP | $1 - $200 | Dividends | 2023 |
- Wells Fargo Checking and Savings [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | $1 - $200 | Dividends | 2023 |
- Ernest Hardison Farm [FA]Farms | $500,001 - $1,000,000 | SP | $201 - $1,000 | Rent | 2022 |
- Prudential PruLife UL Protector ⇒ Prudential Life Insurance (Universal) [WU]Whole/Universal Insurance | $250,001 - $500,000 | 2022 | |||
- LPL Financial ⇒ WLGAX Delaware Ivy Large Cap Growth Cl A [MF]Mutual Funds | $100,001 - $250,000 | $15,001 - $50,000 | Capital Gains | 2022 | |
- Wells Fargo Checking and Savings [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2022 |
Whole Athene Life Insurance (Whole) [WU]Whole/Universal Insurance | $50,001 - $100,000 | $201 - $1,000 | Dividends | 2022 | |
- LPL Financial ⇒ LPL Financial WSTAX Delaware Ivy Science and Tech CL Dividends A [MF]Mutual Funds | $15,001 - $50,000 | $5,001 - $15,000 | Capital Gains, | 2022 | |
- COBALT Federal Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2022 |
Whole Athene Life Insurance (Whole) [WU]Whole/Universal Insurance | $15,001 - $50,000 | SP | $1 - $200 | Dividends | 2022 |
- Wells Fargo Checking and Savings [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2022 |
- Principle ⇒ Principle Investments (Prin Life Time 2030 Inst Fund) Dividends [PE]Pensions | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, | 2022 | |
- Franklin Mutual Shares fund - Class A ⇒ Franklin Mutual Shares Fund--Class A [MF]Mutual Funds | $15,001 - $50,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2022 | |
- USAA 529 College Savings Plan ⇒ USAA College Fund [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2022 |
- Prudential PruLife UL Protector ⇒ Prudential Life Insurance (Universal) [WU]Whole/Universal Insurance | $250,001 - $500,000 | 2021 | |||
- Wells Fargo Checking and Savings [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | SP | $201 - $1,000 | Dividends | 2021 |
- LPL Financial ⇒ WLGAX Delaware Ivy Large Cap Growth Cl A [MF]Mutual Funds | $100,001 - $250,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2021 | |
Whole Athene Life Insurance (Whole) [WU]Whole/Universal Insurance | $50,001 - $100,000 | $201 - $1,000 | Dividends | 2021 | |
- LPL Financial ⇒ LPL Financial WSTAX Delaware Ivy Science and Tech CL Dividends A [MF]Mutual Funds | $15,001 - $50,000 | $5,001 - $15,000 | Capital Gains, | 2021 | |
- Franklin Mutual Shares fund - Class A ⇒ Franklin Mutual Shares Fund--Class A [MF]Mutual Funds | $15,001 - $50,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2021 | |
- Principle ⇒ Principle Investments (Prin Life Time 2030 Inst Fund) Dividends [DB]Defined Benefit Pension | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, | 2021 | |
- COBALT Federal Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2021 |
Whole Athene Life Insurance (Whole) [WU]Whole/Universal Insurance | $15,001 - $50,000 | SP | $1 - $200 | Dividends | 2021 |
- Wells Fargo Checking and Savings [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2021 |
- USAA 529 College Savings Plan ⇒ USAA College Fund [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2021 |
- Wells Fargo Checking and Savings [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2021 |
- Prudential PruLife UL Protector ⇒ Prudential Life Insurance (Universal) [WU]Whole/Universal Insurance | $250,001 - $500,000 | 2020 | |||
- Wells Fargo Checking and savings [Ba] sPBank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | $201 - $1,000 | Dividends | 2020 | |
- Ivy Investments Cap Growth Fund a 667 ⇒ sP Ivy Investments Cap Growth Fund a 667 [MF]Mutual Funds | $100,001 - $250,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2020 | |
- Franklin Mutual shares fund - Class a ⇒ Franklin Mutual shares Fund--Class a [MF]Mutual Funds | $15,001 - $50,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2020 | |
- COBaLT Federal Credit Union [Ba]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2020 |
Whole athene Life Insurance (Whole) [WU] sPWhole/Universal Insurance | $15,001 - $50,000 | $1 - $200 | Dividends | 2020 | |
Whole athene Life Insurance (Whole) [WU]Whole/Universal Insurance | $15,001 - $50,000 | $1 - $200 | Dividends | 2020 | |
- Ivy Investments science and Tech a 608 ⇒ Ivy Investments science and Tech a 608 [MF] DividendsMutual Funds | $15,001 - $50,000 | $2,501 - $5,000 | Capital Gains, | 2020 | |
- Principle ⇒ Principle Investments (Prin Life Time 2030 Inst Dividends Fund) [DB]Defined Benefit Pension | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, | 2020 | |
- Usaa 529 College savings Plan ⇒ Usaa College Fund [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2020 |
- Wells Fargo Checking and savings [Ba] sPBank Accounts, Money Market Accounts and CDs | $1 - $1,000 | $1 - $200 | Dividends | 2020 | |
- Wells Fargo Checking and savings [Ba]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | $1 - $200 | Dividends | 2020 |
- Prudential PruLife UL Protector ⇒ Prudential Life Insurance (Universal) [WU]Whole/Universal Insurance | $250,001 - $500,000 | 2019 | |||
- Ivy Investments Cap Growth Fund a 667 ⇒ sP Ivy Investments Cap Growth Fund a 667 [MF]Mutual Funds | $100,001 - $250,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2019 | |
- Wells Fargo Checking and savings [Ba] sPBank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | $201 - $1,000 | Dividends | 2019 | |
- Franklin Mutual shares fund - Class a ⇒ Franklin Mutual shares Fund--Class a [MF]Mutual Funds | $15,001 - $50,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2019 | |
- Ivy Investments science and Tech a 608 ⇒ Ivy Investments science and Tech a 608 [MF] DividendsMutual Funds | $15,001 - $50,000 | $5,001 - $15,000 | Capital Gains, | 2019 | |
- Principle ⇒ Principle Investments (Prin Life Time 2030 Inst Dividends Fund) [DB]Defined Benefit Pension | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, | 2019 | |
- saC Federal Credit Union [Ba]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2019 |
Whole athene Life Insurance (Whole) [WU] sPWhole/Universal Insurance | $15,001 - $50,000 | $1 - $200 | Dividends | 2019 | |
Whole athene Life Insurance (Whole) [WU]Whole/Universal Insurance | $15,001 - $50,000 | $1 - $200 | Dividends | 2019 | |
- Usaa 529 College savings Plan ⇒ Usaa College Fund [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2019 |
- Wells Fargo Checking and savings [Ba] sPBank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Dividends | 2019 | |
- Wells Fargo Checking and savings [Ba]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | $1 - $200 | Dividends | 2019 |
- Usaa savings and Checking [Ba]Bank Accounts, Money Market Accounts and CDs | None | JT | $1 - $200 | Dividends | 2019 |
- Prudential PruLife UL Protector ⇒ Prudential Life Insurance (Universal) [WU]Whole/Universal Insurance | $250,001 - $500,000 | 2018 | |||
- Wells Fargo Checking and savings [BA] sPBank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | $1 - $200 | Dividends | 2018 | |
- Wadell and Reed Advisors Vanguard A ⇒ sP Waddell and Reed Advisor Vanguard [MF]Mutual Funds | $50,001 - $100,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2018 | |
Whole Athene Life Insurance (Whole) [WU]Whole/Universal Insurance | $15,001 - $50,000 | $1 - $200 | Dividends | 2018 | |
Whole Athene Life Insurance (Whole) [WU] sPWhole/Universal Insurance | $15,001 - $50,000 | $1 - $200 | Dividends | 2018 | |
- Wells Fargo Checking and savings [BA] sPBank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Dividends | 2018 | |
- Franklin Mutual shares fund - Class A ⇒ Franklin Mutual shares Fund--Class A [MF]Mutual Funds | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2018 | |
- Principle ⇒ Principle Investments (Prin Life Time 2030 Inst Fund) Dividends [DB]Defined Benefit Pension | $15,001 - $50,000 | Capital Gains, | 2018 | ||
- sAC Federal Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2018 |
- Waddell and Reed Advisors science and Technology A [MF]Mutual Funds | $1,001 - $15,000 | Capital Gains, Dividends | 2018 | ||
- UsAA savings and Checking [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2018 |
- Wells Fargo Checking and savings [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2018 |
- UsAA 529 College savings Plan ⇒ UsAA College Fund [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2018 |
- Prudential PruLife UL Protector ⇒ Prudential Life Insurance (Universal) [WU]Whole/Universal Insurance | $250,001 - $500,000 | 2017 | |||
- Wells Fargo Checking and savings [BA] sPBank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | Dividends | 2017 | ||
- Wadell and Reed Advisors Vanguard A ⇒ sP Waddell and Reed Advisor Vanguard [MF]Mutual Funds | $50,001 - $100,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2017 | |
Whole Athene Life Insurance (Whole) [WU] sPWhole/Universal Insurance | $15,001 - $50,000 | $1 - $200 | Dividends | 2017 | |
Whole Athene Life Insurance (Whole) [WU]Whole/Universal Insurance | $15,001 - $50,000 | $1 - $200 | Dividends | 2017 | |
- Franklin Mutual shares fund - Class A ⇒ Franklin Mutual shares Fund--Class A [MF]Mutual Funds | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2017 | |
- Wells Fargo Checking and savings [BA] sPBank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Dividends | 2017 | |
- UsAA 529 College savings Plan ⇒ UsAA College Fund [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2017 |
- UsAA savings and Checking [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2017 |
- Waddell and Reed Advisors science and Technology A [MF]Mutual Funds | $1,001 - $15,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2017 | |
- Principle ⇒ Principle Investments (Prin Life Time 2030 Inst Dividends Fund) [DB]Defined Benefit Pension | $1,001 - $15,000 | $1 - $200 | Capital Gains, | 2017 | |
- sAC Federal Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2017 |
- Franklin Founding Funds Allocation Fund Class A ⇒ Franklin Founding Funds Allocation Fund--Class A Dividends [MF]Mutual Funds | None | DC | $201 - $1,000 | Capital Gains, | 2017 |
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