—
Net Worth Est.
$1.59MTrade volume
$0Total trades
-----Last Traded
----Mutual Funds
$1.58M
Stocks
$8.5K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![Fidelity S&P 500 Index Fund [MF]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Fidelity S&P 500 Index Fund [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2023 | |
- Fidelity Large Cap Growth [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2023 | |
- Fidelity Small/Mid Cap Index Fund [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2023 | |
- Fidelity Contra Fund Comingled Pool [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2023 | |
- Fidelity Small/Mid Growth Index Fund [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2023 | |
- SPDR S&P 500 ETF [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
- IShares Russell 2000 ETF [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- SPDR S&P Mid Cap 400 ETF [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- IShares Core US Aggregate Bond ETF [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Vanguard Immediate Term Corp Bond ETF [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Deutsche X Trackers MSCO EAFE Hedged Equity FTF [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
XOM Exxon Mobil Corporation (XOM) [ST]Stocks | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2023 |
- Fidelity Contra Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2023 |
- Fidelity Extended Market Index Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- Walthausen Small Cap Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2023 |
- IShares MSCI EAFE Small Cap ETF [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Fidelity Extended Market Index Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- Fidelity International Index Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- Fidelity Small Cap Discovery [MF]Mutual Funds | $1,001 - $15,000 | SP | Capital Gains, Dividends | 2023 | |
- Fidelity Total Market Index Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- Fidelity US Bond Index Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- Vanguard FTSE Developed Markets ETF [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- iShares 7-10 Year Treasury Bond ETF [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Cambiar Global Ultra Focus [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2023 |
T AT&T Inc. (T) [ST]Stocks | $1 - $1,000 | SP | Dividends | 2023 | |
- Fidelity S&P 500 Index Fund [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2022 | |
- Fidelity Large Cap Growth [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2022 | |
- Fidelity Small/Mid Cap Index Fund [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2022 | |
- Fidelity Small/Mid Growth Index Fund [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2022 | |
- Fidelity Contra Fund Comingled Pool [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2022 | |
- SPDR S&P 500 ETF [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
- Vanguard Immediate Term Corp Bond ETF [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- IShares Core US Aggregate Bond ETF [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- IShares Russell 2000 ETF [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- SPDR S&P Mid Cap 400 ETF [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Fidelity US Bond Index Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- iShares 7-10 Year Treasury Bond ETF [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- IShares MSCI EAFE Small Cap ETF [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Vanguard FTSE Developed Markets ETF [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
XOM Exxon Mobil Corporation (XOM) [ST]Stocks | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2022 |
- Fidelity International Index Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Cambiar Global Ultra Focus [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2022 |
- Deutsche X Trackers MSCO EAFE Hedged Equity FTF [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Fidelity Contra Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2022 |
- Fidelity Extended Market Index Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Fidelity Small Cap Discovery [MF]Mutual Funds | $1,001 - $15,000 | SP | Capital Gains, Dividends | 2022 | |
- Fidelity Total Market Index Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Fidelity Extended Market Index Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Walthausen Small Cap Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2022 |
T AT&T Inc. (T) [ST]Stocks | $1 - $1,000 | SP | Dividends | 2022 | |
- Fidelity S&P 500 Index Fund [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2021 | |
- Fidelity Large Cap Growth [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2021 | |
- Fidelity Small/Mid Growth Index Fund [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2021 | |
- Fidelity Contra Fund Comingled Pool [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2021 | |
- Fidelity Small/Mid Cap Index Fund [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2021 | |
- SPDR S&P 500 ETF [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
- IShares Russell 2000 ETF [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- IShares Core US Aggregate Bond ETF [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- SPDR S&P Mid Cap 400 ETF [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Vanguard Immediate Term Corp Bond ETF [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Fidelity Total Market Index Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Fidelity US Bond Index Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Cambiar Global Ultra Focus [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2021 |
- IShares MSCI EAFE Small Cap ETF [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Vanguard FTSE Developed Markets ETF [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Walthausen Small Cap Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2021 |
- Deutsche X Trackers MSCO EAFE Hedged Equity FTF [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
XOM Exxon Mobil Corporation (XOM) [ST]Stocks | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2021 |
- Fidelity Contra Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2021 |
- Fidelity Small Cap Discovery [MF]Mutual Funds | $1,001 - $15,000 | SP | Capital Gains, Dividends | 2021 | |
- Fidelity Extended Market Index Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Fidelity Extended Market Index Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Fidelity International Index Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- iShares 7-10 Year Treasury Bond ETF [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
T AT&T Inc. (T) [ST]Stocks | $1 - $1,000 | SP | Dividends | 2021 | |
- Fidelity S&P 500 Index Fund [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2020 | |
- Fidelity Large Cap Growth [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2020 | |
- Fidelity Small/Mid Cap Index Fund [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2020 | |
- Fidelity Contra Fund Comingled Pool [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2020 | |
- Fidelity Small/Mid Growth Index Fund [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2020 | |
- SPDR S&P 500 ETF [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2020 | ||
- IShares Core US Aggregate Bond ETF [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Vanguard Immediate Term Corp Bond ETF [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- SPDR S&P Mid Cap 400 ETF [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- IShares Russell 2000 ETF [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Fidelity Total Market Index Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Cambiar Global Ultra Focus [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2020 |
- Deutsche X Trackers MSCO EAFE Hedged Equity FTF [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
XOM Exxon Mobil Corporation (XOM) [ST]Stocks | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2020 |
- Fidelity Contra Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2020 |
- Fidelity Extended Market Index Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Fidelity Extended Market Index Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Fidelity International Index Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Fidelity Small Cap Discovery [MF]Mutual Funds | $1,001 - $15,000 | SP | Capital Gains, Dividends | 2020 | |
- Fidelity US Bond Index Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- iShares 7-10 Year Treasury Bond ETF [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- IShares MSCI EAFE Small Cap ETF [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Vanguard FTSE Developed Markets ETF [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Walthausen Small Cap Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2020 |
T AT&T Inc. (T) [ST]Stocks | $1 - $1,000 | SP | Dividends | 2020 | |
- Fidelity Large Cap Growth [MF] sPMutual Funds | $250,001 - $500,000 | Tax-Deferred | 2019 | ||
- Fidelity s&P 500 Index Fund [MF] sPMutual Funds | $250,001 - $500,000 | Tax-Deferred | 2019 | ||
- Fidelity small/Mid Growth Index Fund [MF] sPMutual Funds | $100,001 - $250,000 | Tax-Deferred | 2019 | ||
- Fidelity Contra Fund Comingled Pool [MF] sPMutual Funds | $100,001 - $250,000 | Tax-Deferred | 2019 | ||
- Fidelity small/Mid Cap Index Fund [MF] sPMutual Funds | $100,001 - $250,000 | Tax-Deferred | 2019 | ||
- 1 Acre Lot [RP] sPReal Property | $50,001 - $100,000 | $50,001 - $100,000 | Capital Gains | 2019 | |
- sPDR s&P 500 ETF [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2019 | ||
- Vanguard Intermediate Term Corp Bond ETF [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- sPDR s&P Mid Cap 400 ETF [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- Ishares Core Us Aggregate Bond ETF [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- Ishares Russell 2000 ETF [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- Ishares MsCI EAFE small Cap ETF [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Vanguard FTsE Developed Markets ETF [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Walthausen small Cap Fund [MF] sPMutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2019 | |
XOM Exxon Mobil Corporation (XOM) [sT] sPStocks | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2019 | |
- Cambiar Global Ultra Focus [MF] sPMutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2019 | |
- Deutsche X Trackers MsCO EAFE Hedged Equity FTF [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Fidelity Contra Fund [MF] sPMutual Funds | $1,001 - $15,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2019 | |
- Fidelity Extended Market Index Fund [MF] sPMutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Fidelity International Index Fund [MF] sPMutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Fidelity small Cap Discovery [MF] sPMutual Funds | $1,001 - $15,000 | Capital Gains, Dividends | 2019 | ||
- Fidelity Total Market Index Fund [MF] sPMutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Fidelity Us Bond Index Fund [MF] sPMutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- ishares 7 - 10 Year Treasury Bond ETF [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
T AT&T Inc. (T) [sT] sPStocks | $1 - $1,000 | Dividends | 2019 |
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