
Net Worth Est.
$98.01KTrade volume
$0Total trades
-----Last Traded
----Mutual Funds
$65K
Bank Accounts, Money Market Accounts and CDs
$32K
$1K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
VFIAX Fidelity Investment ⇒ Vanguard 500 Index Fund (VFIAX) [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2023 | |
- Alliant Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | 2023 | |||
VFTAX Vanguard Roth IRA ⇒ Vanguard FTSE Social Index Fund Admiral Shares (VFTAX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Government Printing Office Federal Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | 2023 | |||
VSVNX Vanguard Roth IRA ⇒ Vanguard Target Retirement 2070 Fund (VSVNX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
FITLX Fidelity Health Savings Account ⇒ Fidelity US Sustainability Fund (FITLX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
FXAIX Fidelity Health Savings Account ⇒ Fidelity 500 Index Fund (FXAIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- DuPage Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | 2023 | |||
- Fed Financial Federal Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | 2023 | |||
NWCAX Fidelity Health Savings Account ⇒ Nuveen Winslow Large Cap Growth ESG CL A (NWCAX) [MF]Mutual Funds | $1 - $1,000 | Tax-Deferred | 2023 | ||
- D: Appreciated | $1,000 - $1,000 | 2023 | |||
VFIAX Fidelity Investment ⇒ Vanguard 500 Index Fund (VFIAX) [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2022 | |
- Alliant Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | 2022 | |||
- DuPage Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | 2022 | |||
FXAIX Fidelity Health Savings Account ⇒ Fidelity 500 Index Fund (FXAIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
FITLX Fidelity Health Savings Account ⇒ Fidelity US Sustainability Fund (FITLX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Government Printing Office Federal Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2022 | |
VFTAX Vanguard Roth IRA ⇒ Vanguard FTSE Social Index Fund Admiral Shares (VFTAX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
NWCAX Fidelity Health Savings Account ⇒ Nuveen Winslow Large Cap Growth ESG CL A (NWCAX) [MF]Mutual Funds | $1 - $1,000 | Tax-Deferred | 2022 | ||
VSVNX Vanguard Roth IRA ⇒ Vanguard Target Retirement 2070 Fund (VSVNX) [MF]Mutual Funds | $1 - $1,000 | Tax-Deferred | 2022 | ||
VFIAX Fidelity Investment ⇒ Vanguard 500 Index Fund (VFIAX) [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2021 | |
FXAIX Fidelity Health Savings Account ⇒ Fidelity 500 Index Fund (FXAIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Government Printing Office Federal Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2021 | |
NWCAX Fidelity Health Savings Account ⇒ Nuveen Winslow Large Cap Growth ESG CL A (NWCAX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
FITLX Fidelity Health Savings Account ⇒ Fidelity US Sustainability Fund (FITLX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
VFIaX Fidelity Investment ⇒ Vanguard 500 Index Fund (VFIaX) [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2020 | |
NWCaX Fidelity Health Savings account ⇒ Nuveen Winslow Large Cap Growth ESG CL a (NWCaX) [MF]Mutual Funds | $1,001 - $15,000 | 2020 | |||
FXaIX Fidelity Health Savings account ⇒ Fidelity 500 Index Fund (FXaIX) [MF]Mutual Funds | $1,001 - $15,000 | 2020 | |||
- Government Printing Office Federal Credit Union [Ba]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2020 | |
- Government Printing Office Federal Credit Union [Ba]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2019 | |
VFIaX Fidelity Investment ⇒ Vanguard 500 Index Fund (VFIaX) [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2019 | |
FXaIX Fidelity Health Savings account ⇒ Fidelity 500 Index Fund (FXaIX) [MF]Mutual Funds | $1,001 - $15,000 | 2019 |
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