
Net Worth Est.
$570.01KTrade volume
$0Total trades
-----Last Traded
----Real Property
$375K
Exchange Traded Funds (ETF)
$163.01K
Mutual Funds
$24K
Bank Accounts, Money Market Accounts and CDs
$8K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
- Rental Property [RP]Real Property | $250,001 - $500,000 | $5,001 - $15,000 | Rent | 2023 | |
- Peak Pediatrics 401K ⇒ Transamerica LifeGoal 2045 with BlackRock Ret Acct [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
CWBFX Securian Minnesota Life Variable Universal Life Insurance Policy ⇒ Capital World Bond Fund, Class A Shares (CWBFX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Securian Minnesota Life Variable Universal Life Insurance Policy ⇒ Delaware Ivy VIP Asset Strategy [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Securian Minnesota Life Variable Universal Life Insurance Policy ⇒ Morgan Stanley VIF Emerging Markets Equity Portfolio [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Securian Minnesota Life Variable Universal Life Insurance Policy ⇒ SFT Index 400 Mid-Cap Fund [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Securian Minnesota Life Variable Universal Life Insurance Policy ⇒ SFT Real Estate Securities Fund Class 1 [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Securian Minnesota Life Variable Universal Life Insurance Policy ⇒ Vanguard Capital Growth [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Securian Minnesota Life Variable Universal Life Insurance Policy ⇒ Vanguard Equity Income [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Securian Minnesota Life Variable Universal Life Insurance Policy ⇒ Vanguard International [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Securian Minnesota Life Variable Universal Life Insurance Policy ⇒ Vanguard Small Company Growth [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Securian Minnesota Life Variable Universal Life Insurance Policy ⇒ Vanguard Total Bond Market [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Securian Minnesota Life Variable Universal Life Insurance Policy 2 ⇒ SFT Equity Stabilization Fund [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Securian Roth IRA ⇒ American Funds Fundamental Investors Class A [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
VOO Acorns Account ⇒ Vanguard S&P 500 ETF (VOO) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | 2023 | |||
- Chase bank accounts [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | 2023 | |||
GMQXX Invesco IRA ⇒ Invesco U.S. Government Money Portfolio Cash Reserve (GMQXX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 |
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