—
Net Worth Est.
$1.08MTrade volume
$0Total trades
-----Last Traded
----Mutual Funds
$608.51K
Exchange Traded Funds (ETF)
$177.51K
Bank Accounts, Money Market Accounts and CDs
$115.5K
Pensions
$107.5K
Whole/Universal Insurance
$32.5K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![Northwestern Mutual ⇒ FIDELITY ADV NEW INSIGHTS CL I - FINSX [MF]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Northwestern Mutual ⇒ FIDELITY ADV NEW INSIGHTS CL I - FINSX [MF]Mutual Funds | $50,001 - $100,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2023 |
- Bank of America Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $1 - $200 | Interest | 2023 | |
MEIIX Northwestern Mutual ⇒ MFS Value Fund - Class I (MEIIX) [MF]Mutual Funds | $50,001 - $100,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2023 |
- Northwestern Mutual ⇒ DODGE & COX INTERNATIONAL - DODFX [MF]Mutual Funds | $50,001 - $100,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2023 |
- Texas County & District Retirement System [PE]Pensions | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
TEAFX Northwestern Mutual ⇒ American Fds, The Tax-Exempt Bond Fund of America, Class F-2 Shs (TEAFX) [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends, Interest | 2023 |
FIMKX Northwestern Mutual ⇒ Fidelity Advisor Emerging Markets Fund: Class I (FIMKX) [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2023 |
FZIIX Northwestern Mutual ⇒ Fidelity Advisor Intermediate Municipal Income Fund: Class Dividends, Interest I (FZIIX) [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, | 2023 |
GSLC Northwestern Mutual ⇒ Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF Dividends (GSLC) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $2,501 - $5,000 | Capital Gains, | 2023 |
- Fidelity 529 ⇒ NH Fidelity 500 Index Portfolio [5P]529 Prepaid Tuition Plan | $15,001 - $50,000 | JT | Tax-Deferred | 2023 | |
- Teacher Retirement System of Texas [PE]Pensions | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
- Northwestern Mutual ⇒ ISHARES MSCI INTL VALUE - IVLU [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2023 |
- Vanguard - Former Employer 401k ⇒ Vanguard Target Retirement 2040 Inv [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
JVMIX Northwestern Mutual ⇒ John Hancock Fds III Disciplined Value Mid Cap Fd Class I (JVMIX) [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains | 2023 |
NFFFX Northwestern Mutual ⇒ New World Fund, Inc., Class F-2 Shs (NFFFX) [MF] DividendsMutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, | 2023 |
PIREX Northwestern Mutual ⇒ Principal Fds, Inc. Real Estate Securities Fd Instl Cl (PIREX) Dividends [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, | 2023 |
NOSGX Northwestern Mutual ⇒ Northern Funds Small Cap Value Fund (NOSGX) [MF] DividendsMutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, | 2023 |
- Northwestern Mutual - 2 ⇒ Dreyfus Govt Cash Management Cash Holdings [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $201 - $1,000 | Interest | 2023 | |
- Northwest Mutual Life Insurance Company [WU]Whole/Universal Insurance | $15,001 - $50,000 | 2023 | |||
BARIX Northwestern Mutual ⇒ Baron Asset Fund Inst Shs (BARIX) [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains | 2023 |
AEPFX Northwestern Mutual ⇒ EuroPacific Growth Fund, Class F-2 Shs (AEPFX) [MF]Mutual Funds | $15,001 - $50,000 | JT | $2,501 - $5,000 | Capital Gains | 2023 |
- Northwestern Mutual - IRA ⇒ SPDR S&P 500 ETF - SPY [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
BIV Northwestern Mutual - IRA ⇒ Vanguard Intermediate-Term Bond ETF (BIV) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
BRCYX Northwestern Mutual ⇒ Invesco Balanced-Risk Commodity Strategy Fund Class Y Dividends (BRCYX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Capital Gains, | 2023 |
VLUE Northwestern Mutual ⇒ iShares MSCI USA Value Factor ETF (VLUE) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2023 |
- Northwestern Mutual ⇒ NM CASH HOLDINGS [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $201 - $1,000 | Interest | 2023 |
- Northwestern Mutual - IRA ⇒ Cash Holdings [IH]IRA (Held in Cash) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Northwestern Mutual - IRA ⇒ ISHARES INC MSCI EURZONE ETF - EZU [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Northwestern Mutual - IRA ⇒ ISHARES TR CORE S&P MCP ETF - IJH [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Northwestern Mutual - IRA ⇒ ISHARES TR CORE S&P SCP ETF - IJR [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Northwestern Mutual - IRA ⇒ ISHARES TR CORE TOTAL USD - IUSB [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Northwestern Mutual - IRA ⇒ ISHARES TR MSCI USA VALUE - VLUE [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
CMCYX Northwestern Mutual - IRA ⇒ Van Eck CM Commodity Index Fd Cl Y (CMCYX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
VEA Northwestern Mutual - IRA ⇒ Vanguard FTSE Developed Markets ETF (VEA) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
VWO Northwestern Mutual - IRA ⇒ Vanguard FTSE Emerging Markets ETF (VWO) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
VNQ Northwestern Mutual - IRA ⇒ Vanguard Real Estate ETF (VNQ) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Ignis Montis Investments LLC [OL]Ownership Interest | None | 2023 | |||
IAU Northwestern Mutual ⇒ iShares Gold Trust Shares of the iShares Gold Trust (IAU) [EF]Exchange Traded Funds (ETF) | None | JT | $201 - $1,000 | Capital Gains | 2023 |
- Nathaniel Moran Law Firm, PLLC [OL]Ownership Interest | None | 2023 | |||
- Twisted V Motorsports LLC [OL]Ownership Interest | None | 2023 | |||
PRMSX Northwestern Mutual ⇒ T. Rowe Price Emerging Markets Stock Fund (PRMSX) [MF]Mutual Funds | None | JT | Capital Gains | 2023 |
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