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Net Worth Est.
$608.53KTrade volume
$0Total trades
-----Last Traded
----Exchange Traded Funds (ETF)
$177.01K
Mutual Funds
$160.51K
Other
$131.5K
Bank Accounts, Money Market Accounts and CDs
$83K
529 Portfolio
$32.5K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![1969 Ford Bronco, 100% Interest [OT]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - 1969 Ford Bronco, 100% Interest [OT]Other | $50,001 - $100,000 | 2023 | |||
- MERRILL LYNCH SAVINGS [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | $1 - $200 | Interest | 2023 |
- 1970 Chevrolet C10, 100% Interest [OT]Other | $15,001 - $50,000 | 2023 | |||
- USAA 529 Educ. Savings Plan - Age-based 9-11: Moderate portfolio [5F]529 Portfolio | $15,001 - $50,000 | DC | Tax-Deferred | 2023 | |
IUSV iShares Core S&P U.S. Value ETF (IUSV) [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Capital Gains, Dividends | 2023 |
GOVT iShares U.S. Treasury Bond ETF (GOVT) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $1 - $200 | Capital Gains, Dividends | 2023 |
FIGRX LabCorp 401(k) through Fidelity ⇒ Fidelity International Discovery (FIGRX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
OIEJX LabCorp 401(k) through Fidelity ⇒ JPMorgan Equity Income Fund R6 (OIEJX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
k LabCorp 401(k) through Fidelity ⇒ Northern Trust Collective S&P 500 Index Fund - Non-Lending - Tier 4 [OT]Other | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
k LabCorp 401(k) through Fidelity ⇒ Northern Trust Extended Equity Market Index Fund [OT]Other | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
SSGSX LabCorp 401(k) through Fidelity ⇒ Victory Sycamore Small Company Opportunity CL A (SSGSX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
IRA Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ CASH [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
XLC Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Communication Services Select Sector SPDR Fund (XLC) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
XLP Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Consumer Staples Select Sector SPDR Fund (XLP) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
XLE Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Energy Select Sector SPDR Fund (XLE) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
FBO Dependent Child (FBO) College Savings Plan ⇒ BLKROCK AGE 5-7 YEARS C [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | DC | Tax-Deferred | 2023 | |
GOOGL Alphabet Inc. - Class A (GOOGL) [ST]Stocks | $1,001 - $15,000 | JT | 2023 | ||
USIG iShares Broad USD Investment Grade Corporate Bond ETF (USIG) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $1 - $200 | Capital Gains, Dividends | 2023 |
IUSG iShares Core S&P U.S. Growth ETF (IUSG) [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Capital Gains, Dividends | 2023 |
VTWO Vanguard Russell 2000 ETF (VTWO) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $1 - $200 | Capital Gains, Dividends | 2023 |
FBO Dependent Child (FBO) College Savings Plan ⇒ BLKROCK AGE 5-7 YEARS A [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | DC | Tax-Deferred | 2023 | |
k LabCorp 401(k) through Fidelity ⇒ Northern Trust ACWI EX-US IMI 4 [OT]Other | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
XLV Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Health Care Select Sector SPDR Fund (XLV) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
XLI Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Industrial Select Sector SPDR Fund (XLI) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
TLT Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ iShares 20+ Year Treasury Bond ETF (TLT) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
IBB Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ iShares Biotechnology ETF (IBB) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
IEFA Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ iShares Core MSCI EAFE ETF (IEFA) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
IEMG Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ iShares Core MSCI Emerging Markets ETF (IEMG) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
LQD Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
MBB Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ iShares MBS ETF (MBB) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
EFAV Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ iShares MSCI EAFE Min Vol Factor ETF (EFAV) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
EEMV Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
SCHO Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Schwab Short-Term U.S. Treasury ETF (SCHO) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
XLY Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ The Consumer Discretionary Select Sector SPDR Fund (XLY) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
SMH Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ VanEck Semiconductor ETF (SMH) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
VFH Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Vanguard Financials Index Fund (VFH) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
VGT Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Vanguard Information Tech ETF (VGT) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
VCIT Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Vanguard Intermediate-Term Corporate Bond ETF (VCIT) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
VGIT Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Vanguard Intermediate-Term Treasury ETF (VGIT) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
VCSH Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Vanguard Short-Term Corporate Bond ETF (VCSH) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
VB Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Vanguard Small Cap Index Fund (VB) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
ITOT Morgan Luttrell- Roth IRA ⇒ iShares Core S&P Total U.S. Stock Market ETF (ITOT) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
BNDX Morgan Luttrell- Roth IRA ⇒ Vanguard Total International Bond ETF (BNDX) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
USIG Spouse - CIO Moderate ETF Core (IRA) ⇒ iShares Broad USD Investment Grade Corporate Bond ETF (USIG) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
IUSG Spouse - CIO Moderate ETF Core (IRA) ⇒ iShares Core S&P U.S. Growth ETF (IUSG) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
IUSV Spouse - CIO Moderate ETF Core (IRA) ⇒ iShares Core S&P U.S. Value ETF (IUSV) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
GOVT Spouse - CIO Moderate ETF Core (IRA) ⇒ iShares U.S. Treasury Bond ETF (GOVT) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
VEA Spouse - CIO Moderate ETF Core (IRA) ⇒ Vanguard FTSE Developed Markets ETF (VEA) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
VMBS Spouse - CIO Moderate ETF Core (IRA) ⇒ Vanguard Mortgage-Backed Securities ETF (VMBS) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- USAA Bank Account- Savings [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2023 | |
VEA Vanguard FTSE Developed Markets ETF (VEA) [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Capital Gains, Dividends | 2023 |
VWO Vanguard FTSE Emerging Markets ETF (VWO) [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Capital Gains, Dividends | 2023 |
VMBS Vanguard Mortgage-Backed Securities Index Fund (VMBS) [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Capital Gains, Dividends | 2023 |
FUTY Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Fidelity MSCI Utilities Index ETF (FUTY) [EF]Exchange Traded Funds (ETF) | $1 - $1,000 | Tax-Deferred | 2023 | ||
PCY Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Invesco Emerging Markets Sovereign Debt ETF (PCY) [EF]Exchange Traded Funds (ETF) | $1 - $1,000 | Tax-Deferred | 2023 | ||
LSSNX LabCorp 401(k) through Fidelity ⇒ Loomis Sayles Small Cap Growth Fd Cl N (LSSNX) [MF]Mutual Funds | $1 - $1,000 | SP | Tax-Deferred | 2023 |
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