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Net Worth Est.
$212.01KTrade volume
$0Total trades
-----Last Traded
----Mutual Funds
$137.01K
Bank Accounts, Money Market Accounts and CDs
$75K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![CFCU Savings Account [BA]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - CFCU Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | $1 - $200 | Dividends | 2023 |
PRBLX Charles Schwab Contributary IRA ⇒ Parnassus Core Equity Fund-Investor Shares (PRBLX) [MF]Mutual Funds | $15,001 - $50,000 | 2023 | |||
YAFFX Charles Schwab Contributary IRA ⇒ AMG Yacktman Focused Fund- Class N (YAFFX) [MF]Mutual Funds | $15,001 - $50,000 | 2023 | |||
PAREX Charles Schwab Contributary IRA ⇒ T. Rowe Price Real Estate Fund Advisor Class (PAREX) [MF]Mutual Funds | $1,001 - $15,000 | 2023 | |||
VETAX Charles Schwab Contributary IRA ⇒ Victory Sycamore Established Value Fund Class A (VETAX) [MF]Mutual Funds | $1,001 - $15,000 | 2023 | |||
WAIOX Charles Schwab Contributary IRA ⇒ Wasatch International Opportunities Fund (WAIOX) [MF]Mutual Funds | $1,001 - $15,000 | 2023 | |||
SKIRX Charles Schwab Contributary IRA ⇒ DWS Enhanced Commodity Strategy Fund - Class Institutional (SKIRX) [MF]Mutual Funds | $1,001 - $15,000 | 2023 | |||
PEMGX Charles Schwab Contributary IRA ⇒ Principal Fds, Inc. MidCap Fd Cl A (PEMGX) [MF]Mutual Funds | $1,001 - $15,000 | 2023 | |||
SWVXX Charles Schwab Contributary IRA ⇒ Schwab Value Advantage Money Fund (SWVXX) [MF]Mutual Funds | $1,001 - $15,000 | 2023 | |||
NWFFX Charles Schwab Contributary IRA ⇒ American Funds New World Fund Cl F-1Shs (NWFFX) [MF]Mutual Funds | $1,001 - $15,000 | 2023 | |||
SKSEX Charles Schwab Contributary IRA ⇒ AMG GW&K Small Cap Value Fund Class N (SKSEX) [MF]Mutual Funds | $1,001 - $15,000 | 2023 | |||
MGIAX Charles Schwab Contributary IRA ⇒ MFS Series Trust X- MFS International Value Fund A (MGIAX) [MF]Mutual Funds | $1,001 - $15,000 | 2023 | |||
- Congressional Federal Credit Union Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | 2022 | ||
- Charles Schwab Contributary IRA ⇒ PRBLX Parnassus Core Equity Investor [MF]Mutual Funds | $15,001 - $50,000 | 2022 | |||
- Charles Schwab Contributary IRA ⇒ YAFFX AMG Yacktman Focused N [MF]Mutual Funds | $15,001 - $50,000 | 2022 | |||
- Congressional Federal Credit Union Bank Account [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | SP | 2022 | ||
- Charles Schwab Contributary IRA ⇒ SKIRX DWS Enhanced Commodity Strategy Inst [MF]Mutual Funds | $1,001 - $15,000 | 2022 | |||
- Bank of America Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | 2022 | |||
- Charles Schwab Contributary IRA ⇒ Cash [MF]Mutual Funds | $1,001 - $15,000 | 2022 | |||
- Charles Schwab Contributary IRA ⇒ MGIAX MFS International Intrinsic Value A [MF]Mutual Funds | $1,001 - $15,000 | 2022 | |||
- Charles Schwab Contributary IRA ⇒ NWFFX American Funds New World F1 [MF]Mutual Funds | $1,001 - $15,000 | 2022 | |||
- Charles Schwab Contributary IRA ⇒ PAREX T Rowe Price Real Estate Advisor [MF]Mutual Funds | $1,001 - $15,000 | 2022 | |||
- Charles Schwab Contributary IRA ⇒ PEMGX Principal Midcap A [MF]Mutual Funds | $1,001 - $15,000 | 2022 | |||
- Charles Schwab Contributary IRA ⇒ PRTNX Pimco Real Return A [MF]Mutual Funds | $1,001 - $15,000 | 2022 | |||
- Charles Schwab Contributary IRA ⇒ PTLAX Pimco Low Duration A [MF]Mutual Funds | $1,001 - $15,000 | 2022 | |||
- Charles Schwab Contributary IRA ⇒ SKSEX AMG GW&K Small Cap Value N [MF]Mutual Funds | $1,001 - $15,000 | 2022 | |||
- Charles Schwab Contributary IRA ⇒ VETAX Victory Sycamore Established Value A [MF]Mutual Funds | $1,001 - $15,000 | 2022 | |||
- Charles Schwab Contributary IRA ⇒ WAIOX Wasatch International Opps Inv [MF]Mutual Funds | $1,001 - $15,000 | 2022 | |||
- Charles Schwab Contributary IRA ⇒ PRBLX Parnassus Core Equity Investor [MF]Mutual Funds | $25,000,001 - $50,000,000 | 2021 | |||
- Charles Schwab Contributary IRA ⇒ YAFFX AMG Yacktman Focused N [MF]Mutual Funds | $25,000,001 - $50,000,000 | 2021 | |||
- Charles Schwab Contributary IRA ⇒ PAREX T Rowe Price Real Estate Advisor [MF]Mutual Funds | $5,000,001 - $25,000,000 | 2021 | |||
- Charles Schwab Contributary IRA ⇒ PEMGX Principal Midcap A [MF]Mutual Funds | $5,000,001 - $25,000,000 | 2021 | |||
- Charles Schwab Contributary IRA ⇒ SKIRX DWS Enhanced Commodity Strategy Inst [MF]Mutual Funds | $5,000,001 - $25,000,000 | 2021 | |||
- Charles Schwab Contributary IRA ⇒ NWFFX American Funds New World F1 [MF]Mutual Funds | $5,000,001 - $25,000,000 | 2021 | |||
- Charles Schwab Contributary IRA ⇒ MGIAX MFS International Intrinsic Value A [MF]Mutual Funds | $5,000,001 - $25,000,000 | 2021 | |||
- Charles Schwab Contributary IRA ⇒ SKSEX AMG GW&K Small Cap Value N [MF]Mutual Funds | $5,000,001 - $25,000,000 | 2021 | |||
- Charles Schwab Contributary IRA ⇒ VETAX Victory Sycamore Established Value A [MF]Mutual Funds | $5,000,001 - $25,000,000 | 2021 | |||
- Charles Schwab Contributary IRA ⇒ WAIOX Wasatch International Opps Inv [MF]Mutual Funds | $5,000,001 - $25,000,000 | 2021 | |||
- Charles Schwab Contributary IRA ⇒ PTLAX Pimco Low Duration A [MF]Mutual Funds | $1,000,001 - $5,000,000 | 2021 | |||
- Charles Schwab Contributary IRA ⇒ Total Cash & Cash Investments [MF]Mutual Funds | $1,000,001 - $5,000,000 | 2021 | |||
- Charles Schwab Contributary IRA ⇒ PRTNX Pimco Real Return A [MF]Mutual Funds | $1,000,001 - $5,000,000 | 2021 | |||
- Charles Schwab Contributary IRA ⇒ TGMNX TCW Total Return Bond N [MF]Mutual Funds | $1,000,001 - $5,000,000 | 2021 | |||
- Charles Schwab Contributary IRA ⇒ AMG Yacktman Focused Fund YAFFX [MF]Mutual Funds | $15,001 - $50,000 | 2019 | |||
- Charles Schwab Contributary IRA ⇒ Parnassus Core Equity Fund PRBLX [MF]Mutual Funds | $15,001 - $50,000 | 2019 | |||
- Charles Schwab Contributary IRA ⇒ Bank Sweep- Cash [IH]IRA (Held in Cash) | $1,001 - $15,000 | 2019 | |||
- Charles Schwab Contributary IRA ⇒ DWS Enhanced Commodity Strategy SKIRX [MF]Mutual Funds | $1,001 - $15,000 | 2019 | |||
- Charles Schwab Contributary IRA ⇒ Loomis Sayles Core Plus Bond Fund NEFRX [MF]Mutual Funds | $1,001 - $15,000 | 2019 | |||
- Charles Schwab Contributary IRA ⇒ Lord Abbett High Yield LHYAX [MF]Mutual Funds | $1,001 - $15,000 | 2019 | |||
- Charles Schwab Contributary IRA ⇒ MFS International Intrinsic Value MGIAX [MF]Mutual Funds | $1,001 - $15,000 | 2019 | |||
- Charles Schwab Contributary IRA ⇒ PGIM Short-term Corp Bond PIFZX [MF]Mutual Funds | $1,001 - $15,000 | 2019 | |||
- Charles Schwab Contributary IRA ⇒ PIMCO Low Duration Fund PRTNX [MF]Mutual Funds | $1,001 - $15,000 | 2019 | |||
- Charles Schwab Contributary IRA ⇒ PIMCO Real Return Fund PRTNX [MF]Mutual Funds | $1,001 - $15,000 | 2019 | |||
- Charles Schwab Contributary IRA ⇒ Principla MidCap PEMGX [MF]Mutual Funds | $1,001 - $15,000 | 2019 | |||
- Charles Schwab Contributary IRA ⇒ T Rowe Price Real Estate PAREX [MF]Mutual Funds | $1,001 - $15,000 | 2019 | |||
- Charles Schwab Contributary IRA ⇒ TCW Total Return Bond Fund TGMNX [MF]Mutual Funds | $1,001 - $15,000 | 2019 | |||
- Charles Schwab Contributary IRA ⇒ Victory Sycamore Established Value VETAX [MF]Mutual Funds | $1,001 - $15,000 | 2019 | |||
- Charles Schwab Contributary IRA ⇒ American Funds New World Fund [MF]Mutual Funds | $1,001 - $15,000 | 2019 | |||
- Charles Schwab Contributary IRA ⇒ Wasatch International Opportunity Fund WAIOX [MF]Mutual Funds | $1,001 - $15,000 | 2019 | |||
- Charles Schwab Contributary IRA ⇒ AMG Managers Skyline Special Equities Fund SKSEX [MF]Mutual Funds | $1,001 - $15,000 | 2019 |
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