—
Net Worth Est.
$272.01KTrade volume
$0Total trades
-----Last Traded
----Mutual Funds
$124K
Exchange Traded Funds (ETF)
$123.5K
Bank Accounts, Money Market Accounts and CDs
$24.5K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
CDDRX ROTH IRA ⇒ Columbia Dividend Income Fund Class I2 (CDDRX) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
VIG Haley Stevens IRA ⇒ Vanguard Div Appreciation ETF (VIG) [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | 2023 | |||
VIG ROTH IRA ⇒ Vanguard Div Appreciation ETF (VIG) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
FINSX ROTH IRA ⇒ Fidelity Advisor New Insights Fund: Class I (FINSX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
FSGAX Franklin Small -Mid Cap Growth Fund Advisor Class (FSGAX) [MF]Mutual Funds | $1,001 - $15,000 | 2023 | |||
![PNC Bank Checking Account [BA]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - PNC Bank Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2023 | |
- PNC Bank Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2023 | |
- RJ Bank Deposit Program [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2023 | |
JPST ROTH IRA ⇒ JPMorgan Ultra-Short Income ETF (JPST) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
VIG Vanguard Div Appreciation ETF (VIG) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2023 | |
FINFX Fundamental Investors, Class F-2 Shares (FINFX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2023 | |
CJLXX JPMorgan Liquid Assets Money Market Fund Capital Shares (CJLXX) [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Dividends | 2023 | |
- Haley Stevens IRA ⇒ RJ Bank Deposit Program [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | Tax-Deferred | 2023 | ||
- Haley Stevens IRA ⇒ Vanguard Dividend Appreciation Idx ETF [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
- ROTH IRA ⇒ Columbia Dividend Income I [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
- PNC Bank Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2022 | |
- ROTH IRA ⇒ Fidelity Adv New Insights I [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- ROTH IRA ⇒ Vanguard Dividend Appreciation Idx ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- PNC Bank Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2022 | |
- RJ Bank Deposit Program [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2022 | |
- Vanguard Dividend Appreciation Idx ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
- Franklin Small Mid Cap Growth Adv [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains | 2022 | |
- Fundamental Investors F2 [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2022 | |
- ROTH IRA ⇒ JPMorgan Ultra- Short Inc ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- JPMorgan Liquid Assets Money Market Cap [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Dividends | 2022 | |
- Haley Stevens IRA ⇒ RJ Bank Deposit Program [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | Tax-Deferred | 2022 | ||
- PNC Bank Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2021 | |
- Haley Stevens IRA ⇒ Vanguard Dividend Appreciation Idx ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- PNC Bank Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2021 | |
- ROTH IRA ⇒ Columbia Dividend Income I [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- ROTH IRA ⇒ Fidelity Adv New Insights I [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- ROTH IRA ⇒ Vanguard Dividend Appreciation Idx ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Franklin Small Mid Cap Growth Adv [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains | 2021 | |
- ROTH IRA ⇒ JPMorgan Ultra- Short Inc ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- RJ Bank Deposit Program [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2021 | |
- Fundamental Investors F2 [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2021 | |
- Vanguard Dividend Appreciation Idx ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2021 | |
- Haley Stevens IRA ⇒ JPMorgan Liquid Assets Money Market Cap [MF]Mutual Funds | $1 - $1,000 | Tax-Deferred | 2021 | ||
- Haley Stevens IRA ⇒ RJ Bank Deposit Program [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | Tax-Deferred | 2021 | ||
- ROTH IRA ⇒ RJ Bank Deposit Program [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | Tax-Deferred | 2021 | ||
- JPMorgan Liquid Assets Money Market Cap [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Dividends | 2021 | |
- Vanguard Dividend Appreciation Idx ETF [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | Tax-Deferred | 2020 | ||
- ROTH IRA ⇒ Fidelity Adv New Insights I MF [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- ROTH IRA ⇒ Columbia Dividend Income I (MF [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- RJ Bank Deposit Program [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2020 | |
- PNC Bank Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2020 | |
- PNC Bank Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2020 | |
- Haley Stevens IRA ⇒ iShares TR Hedged MSCI EAFE ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- ROTH IRA ⇒ iShares TR Hedged MSCI EAFE ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
ETF ROTH IRA ⇒ JPMorgan Ultra-Short Income (ETF) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- ROTH IRA ⇒ Vanguard Dividend Appreciation Idx ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Vanguard Dividend Appreciation Idx ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2020 | |
- Franklin Small Mid Cap Growth Adv [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains | 2020 | |
- ROTH IRA ⇒ iShares Core MSCI Emerging Mkt ETF [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Fundamental Investors F2 [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2020 | |
- Haley Stevens IRA ⇒ RJ Bank Deposit Program [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | Tax-Deferred | 2020 | ||
- ROTH IRA ⇒ RJ Bank Deposit Program [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | Tax-Deferred | 2020 | ||
- JPMorgan Liquid Assets Money Market MF [MF]Mutual Funds | $1 - $1,000 | Tax-Deferred | 2020 | ||
- JPMorgan Liquid Assets Money Market [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Interest | 2020 | |
- 401k ⇒ UI LABS 401K ⇒ Vanguard Target Retirement 2050 Inv [MF]Mutual Funds | None | Tax-Deferred | 2020 | ||
- 401k ⇒ UI LABS 401K ⇒ Vanguard Target Retirement 2040 Inv [MF]Mutual Funds | None | Tax-Deferred | 2020 | ||
- 401k ⇒ UI LABS 401K ⇒ Vanguard Selected Value Inv [MF]Mutual Funds | None | Tax-Deferred | 2020 | ||
- 401k ⇒ UI LABS 401K ⇒ Vanguard Small Cap Index Adm [MF]Mutual Funds | None | Tax-Deferred | 2020 | ||
- Haley Stevens IRA ⇒ iShares TR Hedged MSCI EAFE ETF [EF]Exchange Traded Funds (ETF) | None | Tax-Deferred | 2020 | ||
- ROTH IRA ⇒ iShares Core MSCI Emerging Mkt ETF [EF]Exchange Traded Funds (ETF) | None | Tax-Deferred | 2020 | ||
- ROTH IRA ⇒ iShares TR Hedged MSCI EAFE ETF [EF]Exchange Traded Funds (ETF) | None | Tax-Deferred | 2020 | ||
- 401k ⇒ UI LABS 401K ⇒ PGIM Total Return Bond R6 [MF]Mutual Funds | None | Tax-Deferred | 2020 | ||
- Vanguard EAFE ETF [EF]Exchange Traded Funds (ETF) | None | 2020 | |||
- 401k ⇒ UI LABS 401K ⇒ American Funds EuroPacific Gr R6 [MF]Mutual Funds | None | Tax-Deferred | 2020 | ||
- Vanguard EAFE ETF [EF]Exchange Traded Funds (ETF) | None | Tax-Deferred | 2020 | ||
- ROTH IRA ⇒ Columbia Dividend Income I [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- ROTH IRA ⇒ Fidelity Adv New Insights I [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- PNC Bank Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2019 | |
- ROTH IRA ⇒ iShares Core MSCI Emerging Mkt [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- ROTH IRA ⇒ iShares TR Hedged MSCI EAFE [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- ROTH IRA ⇒ Vanguard Dividend Appreciation Idx [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Vanguard Dividend Appreciation Idx [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Vanguard Dividend Appreciation Idx [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2019 | |
- Vanguard EAFE [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2019 | |
- Vanguard EAFE [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Kentucky Retirement System [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- PNC Bank Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2019 | |
- Franklin Small Mid Cap Growth Adv [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains | 2019 | |
- Fundamental Investors F2 [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2019 | |
- Haley Stevens IRA ⇒ iShares TR Hedged MSCI EAFE [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Haley Stevens IRA ⇒ JPMorgan Liquid Assets Money Market [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- RJ Bank Deposit Program [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2019 | |
- 401k ⇒ UI LABS 401K ⇒ Vanguard Selected Value Inv [MF]Mutual Funds | $1 - $1,000 | Tax-Deferred | 2019 | ||
- 401k ⇒ UI LABS 401K ⇒ Vanguard Small Cap Index Adm [MF]Mutual Funds | $1 - $1,000 | Tax-Deferred | 2019 | ||
- 401k ⇒ UI LABS 401K ⇒ Vanguard Target Retirement 2040 Inv [MF]Mutual Funds | $1 - $1,000 | Tax-Deferred | 2019 | ||
- 401k ⇒ UI LABS 401K ⇒ American Funds EuroPacific Gr R6 [MF]Mutual Funds | $1 - $1,000 | Tax-Deferred | 2019 | ||
- 401k ⇒ Vanguard Target Retirement 2050 Inv [MF]Mutual Funds | $1 - $1,000 | Tax-Deferred | 2019 | ||
- 401k ⇒ PGIM Total Return Bond R6 [EF]Exchange Traded Funds (ETF) | $1 - $1,000 | Tax-Deferred | 2019 | ||
- JPMorgan Liquid Assets Money Market [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Interest | 2019 | |
- ROTH IRA ⇒ RJ Bank Deposit Program [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | Tax-Deferred | 2019 | ||
- RJ Bank Deposit Program [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | Tax-Deferred | 2019 |
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