—
Net Worth Est.
$603.52KTrade volume
$0Total trades
-----Last Traded
----Mutual Funds
$416.01K
Bank Accounts, Money Market Accounts and CDs
$131.5K
Exchange Traded Funds (ETF)
$40K
IRA (Held in Cash)
$16K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
FXAIX Howard Hughes 401K Plan ⇒ Fidelity 500 Index Fund (FXAIX) [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2023 | |
![Kalliope, LLC ⇒ First Hawaiian Bank [BA]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Kalliope, LLC ⇒ First Hawaiian Bank [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | 2023 | |||
WGIFX Raymond James SEP IRA ⇒ Capital World Growth and Income Fund Class F-2 Shares (WGIFX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
ICAFX Raymond James SEP IRA ⇒ The Investment Company of America, Class F-2 Shs (ICAFX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- First Hawaiian Bank [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | SP | 2023 | ||
WSMNX Empower - State of Hawaii Deferred Compensation Plan ⇒ WmBlair Small-Mid Cap Growth Fund Class N (WSMNX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Empower - State of Hawaii Deferred Compensation Plan ⇒ WTC-CIF II Research Value (REAVAX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- First Hawaiian Bank [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | 2023 | |||
- First Hawaiian Bank [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | 2023 | ||
- First Hawaiian Bank [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | 2023 | ||
BAFWX Raymond James Roth IRA ⇒ Brown Advisory Sustainable Growth Fd Inst Shs (BAFWX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
CSVIX Raymond James Roth IRA ⇒ Calvert Small Cap Fund Class I (CSVIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
CFJIX Raymond James Roth IRA ⇒ Calvert U.S. Large Cap Value Responsible Index Fund Class I (CFJIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
PXLIX Raymond James Roth IRA ⇒ Impax Large Cap Fund Institutional Class (PXLIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
EAGG Raymond James Roth IRA ⇒ iShares ESG Aware U.S. Aggregate Bond ETF (EAGG) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
JTQIX Raymond James Roth IRA ⇒ John Hancock ESG International Equity Fund Class I (JTQIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
TSBRX Raymond James Roth IRA ⇒ Nuveen Core Impact Bond Fund A (TSBRX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
NUMV Raymond James Roth IRA ⇒ Nuveen ESG Mid-Cap Value ETF (NUMV) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
PRILX Raymond James Roth IRA ⇒ Parnassus Core Equity Fund-Institutional Shares (PRILX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
PRAPX Raymond James Roth IRA ⇒ PIMCO Total Return ESG Fund Class I-2 (PRAPX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Raymond James Roth IRA ⇒ Raymond James - Cash [IH]IRA (Held in Cash) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
VSGX Raymond James Roth IRA ⇒ Vanguard ESG International Stock ETF (VSGX) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
ESGV Raymond James Roth IRA ⇒ Vanguard ESG U.S. Stock ETF (ESGV) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
AMBFX Raymond James SEP IRA ⇒ American Balanced Fund Class F-2 Shs (AMBFX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
MIAYX Raymond James SEP IRA ⇒ American Funds Multi-Sector Income Fund Class F-2 (MIAYX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
ANBFX Raymond James SEP IRA ⇒ American Funds Strategic Bond Fund Class F-2 (ANBFX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
CAIFX Raymond James SEP IRA ⇒ Capital Income Builder Cl F-2 Shs (CAIFX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Raymond James SEP IRA ⇒ Raymond James - Cash [IH]IRA (Held in Cash) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
SMCFX Raymond James SEP IRA ⇒ SMALLCAP World Fund, Inc., Class F-2 Shs (SMCFX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
ABNFX Raymond James SEP IRA ⇒ The Bond Fd of America, Class F-2 Shares (ABNFX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
GFFFX Raymond James SEP IRA ⇒ The Growth Fund of America Class F-2 Shares (GFFFX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
WMFFX Raymond James SEP IRA ⇒ Washington Mutual Investors Fund Cl F-2 Shs (WMFFX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
RERGX Empower - State of Hawaii Deferred Compensation Plan ⇒ EuroPacific Growth Fund Cl R-6 (RERGX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
HASCX Empower - State of Hawaii Deferred Compensation Plan ⇒ Harbor Small Cap Value Fund Insti Cl (HASCX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
MLAIX Empower - State of Hawaii Deferred Compensation Plan ⇒ MainStay Large Cap Growth Fund Class I (MLAIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
MINJX Empower - State of Hawaii Deferred Compensation Plan ⇒ MFS International Value Fund Class R6 (MINJX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
XJH Raymond James Roth IRA ⇒ iShares ESG Screened S&P Mid-Cap ETF (XJH) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Hawaii Employees Retirement System [PE]Pensions | Undetermined | Tax-Deferred | 2023 |
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