—
Net Worth Est.
$348.5KTrade volume
$0Total trades
-----Last Traded
----Fixed Annuity
$175K
Whole/Universal Insurance
$75K
Bank Accounts, Money Market Accounts and CDs
$66K
Mutual Funds
$32.5K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![My 403b ⇒ NYL Secure Term Fixed Choice Annuity [FN]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - My 403b ⇒ NYL Secure Term Fixed Choice Annuity [FN]Fixed Annuity | $100,001 - $250,000 | 2023 | |||
- New York Life Whole Life Policy [WU]Whole/Universal Insurance | $50,001 - $100,000 | 2023 | |||
- Altura Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2023 | |
- American Express Savings [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $201 - $1,000 | Interest | 2023 | |
MMRAX My 403b ⇒ MainStay Moderate Allocation Fund Class A (MMRAX) [MF]Mutual Funds | $15,001 - $50,000 | 2023 | |||
- Congressional Federal Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | $1 - $200 | Interest | 2023 | |
- Alliant Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | 2023 | |||
- California State Teacher Retirement System [DB]Defined Benefit Pension | Undetermined | 2023 | |||
- California Public Employee Retirement System [DB]Defined Benefit Pension | Undetermined | 2023 | |||
- My 403b ⇒ Mainstay VP Moderate Allocation Fund [MF]Mutual Funds | $250,001 - $500,000 | 2022 | |||
- New York Life Whole Life Policy [WU]Whole/Universal Insurance | $50,001 - $100,000 | 2022 | |||
- Altura Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2022 | |
- Congressional Federal Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | 2022 | |||
- Alliant Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | 2022 | |||
- California State Teacher Retirement System [PE]Pensions | Undetermined | 2022 | |||
- California Public Retirement System [PE]Pensions | Undetermined | 2022 | |||
- My 403b ⇒ Mainstay VP Moderate Allocation Fund [MF]Mutual Funds | $250,001 - $500,000 | 2021 | |||
- Altura Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2021 | |
- New York Life Whole Life Policy [WU]Whole/Universal Insurance | $15,001 - $50,000 | 2021 | |||
- Alliant Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | 2021 | |||
- Congressional Federal Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | 2021 | |||
- California Public Retirement System [PE]Pensions | Undetermined | 2021 | |||
- California State Teacher Retirement System [PE]Pensions | Undetermined | 2021 | |||
- My 403b ⇒ Mainstay VP Moderate Allocation Fund [MF]Mutual Funds | $100,001 - $250,000 | 2020 | |||
- Altura Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2020 | |
- New York Life Whole Life Policy [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2020 | |||
- Alliant Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | 2020 | |||
- Congressional Federal Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | 2020 | |||
- California state Teacher Retirement system [DB]Defined Benefit Pension | Undetermined | 2020 | |||
- California PUblic Retirement system [DB]Defined Benefit Pension | Undetermined | 2020 | |||
- My 403b ⇒ Mainstay VP Moderate Allocation Fund [MF]Mutual Funds | $100,001 - $250,000 | 2019 | |||
- Altura Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2019 | |
- New York Life Whole Life Policy [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2019 | |||
- Congressional Federal Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | 2019 | |||
- Alliant Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | 2019 | |||
- California state Teacher Retirement system [DB]Defined Benefit Pension | Undetermined | 2019 | |||
- California PUblic Retirement system [DB]Defined Benefit Pension | Undetermined | 2019 | |||
- My 403b ⇒ Mainstay VP Moderate Allocation Fund [MF]Mutual Funds | $100,001 - $250,000 | 2018 | |||
- Altura Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2018 | |
- New York Life Whole Life Policy [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2018 | |||
- Alliant Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | 2018 | |||
- Congressional Federal Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | 2018 | |||
- California state Teacher Retirement system [DB]Defined Benefit Pension | Undetermined | 2018 | |||
- California PUblic Retirement system [DB]Defined Benefit Pension | Undetermined | 2018 | |||
- My 403b ⇒ Mainstay VP Moderate Allocation Fund [MF]Mutual Funds | $100,001 - $250,000 | 2017 | |||
- Altura Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2017 | |
- New York Life Whole Life Policy [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2017 | |||
- Alliant Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | 2017 | |||
- Congressional Federal Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | 2017 | |||
- California Public Retirement system [DB]Defined Benefit Pension | Undetermined | 2017 | |||
- California state Teacher Retirement system [DB]Defined Benefit Pension | Undetermined | 2017 | |||
- My 403b ⇒ Mainstay VP Moderate Allocation Fund | $100,001 - $250,000 | Tax-Deferred | 2016 | ||
- Altura Credit Union | $15,001 - $50,000 | $1 - $200 | Interest | 2016 | |
- New York Life Whole Life Policy | $1,001 - $15,000 | 2016 | |||
- Alliant Credit Union | $1 - $1,000 | $1 - $200 | Interest | 2016 | |
- Congressional Federal Credit Union | $1 - $1,000 | 2016 | |||
- Mainstay U.s. small Cap Mutual Fund | None | $15,001 - $50,000 | Dividends | 2016 | |
- California Public Retirement system | Undetermined | 2016 | |||
- California state Teacher Retirement system | Undetermined | 2016 | |||
- My 403b ⇒ Mainstay VP Moderate Allocation Fund | $100,001 - $250,000 | Tax-Deferred | 2015 | ||
- Mainstay U.s. small Cap Fund | $15,001 - $50,000 | 2015 | |||
- Altura Credit Union | $1,001 - $15,000 | $1 - $200 | Interest | 2015 | |
- New York Life Whole Life Policy | $1,001 - $15,000 | 2015 | |||
- Congressional Federal Credit Union | $1 - $1,000 | $1 - $200 | Interest | 2015 | |
- California state Teacher Retirement supplement | Undetermined | 2015 | |||
- California Public Retirement system | Undetermined | 2015 | |||
- California state Teacher Retirement system | Undetermined | 2015 | |||
- My 403b ⇒ Mainstay VP Moderate Allocation Fund | $100,001 - $250,000 | Tax-Deferred | 2014 | ||
- Mainstay U.s. small Cap Fund | $15,001 - $50,000 | 2014 | |||
- Altura Credit Union | $1,001 - $15,000 | $1 - $200 | Interest | 2014 | |
- Congressional Federal Credit Union | $1 - $1,000 | $1 - $200 | Interest | 2014 | |
- New York Life Whole Life Policy | $1 - $1,000 | 2014 | |||
- California state Teacher Retirement system | Undetermined | 2014 | |||
- California state Teacher Retirement supplement | Undetermined | 2014 | |||
- California Public Retirement system | Undetermined | 2014 | |||
- My 403b ⇒ Mainstay VP Moderate Allocation Fund | $100,001 - $250,000 | Tax-Deferred | 2013 | ||
- Mainstay U.s. small Cap Fund | $1,001 - $15,000 | 2013 | |||
- Altura Credit Union | $1,001 - $15,000 | $1 - $200 | Interest | 2013 | |
- New York Life Whole Life Policy | $1 - $1,000 | 2013 | |||
- California Public Retirement system | Undetermined | 2013 | |||
- California state Teacher Retirement | Undetermined | 2013 | |||
- California state Teacher Retirement supplement | Undetermined | 2013 |
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