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Net Worth Est.
$303.51KTrade volume
$0Total trades
-----Last Traded
----Mutual Funds
$263.01K
Bank Accounts, Money Market Accounts and CDs
$40.5K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
TLXIX TIAA-CREF ⇒ Nuveen Lifecycle Index 2045 Fund R6 (TLXIX) [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2023 | |
![Lake Michigan Credit Union [BA]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Lake Michigan Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | 2023 | |||
SWISX Miller Johnson 401(k) ⇒ Schwab International Index Fund - Select Shares (SWISX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
SWTSX Miller Johnson 401(k) ⇒ Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit (SWTSX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
VSIAX Miller Johnson 401(k) ⇒ Vanguard Small-Cap Value Index Fd Admiral (VSIAX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Morgan Stanley 1 ⇒ Cash [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | 2023 | ||
MWECX Morgan Stanley 1 ⇒ MFS Global Equity Fund Class C (MWECX) [MF]Mutual Funds | $1,001 - $15,000 | DC | $201 - $1,000 | Dividends | 2023 |
MWEFX Morgan Stanley 2 ⇒ MFS Global Equity Fund Class A (MWEFX) [MF]Mutual Funds | $1,001 - $15,000 | DC | 2023 | ||
MWECX Morgan Stanley 2 ⇒ MFS Global Equity Fund Class C (MWECX) [MF]Mutual Funds | $1,001 - $15,000 | DC | $201 - $1,000 | Dividends | 2023 |
MWEFX Morgan Stanley 3 ⇒ MFS Global Equity Fund Class A (MWEFX) [MF]Mutual Funds | $1,001 - $15,000 | DC | $201 - $1,000 | Dividends | 2023 |
MWECX Morgan Stanley 3 ⇒ MFS Global Equity Fund Class C (MWECX) [MF]Mutual Funds | $1,001 - $15,000 | DC | 2023 | ||
MURJX Mutual of America - Michigan Advocacy Program 403(b) Plan ⇒ Retirement 2035 Fund (MURJX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
MWEFX Morgan Stanley 1 ⇒ MFS Global Equity Fund Class A (MWEFX) [MF]Mutual Funds | $1,001 - $15,000 | DC | $201 - $1,000 | Dividends | 2023 |
FPADX Miller Johnson 401(k) ⇒ Fidelity Emerging Markets Index Fund (FPADX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
FSNVX Fidelity 401(k) ⇒ Fidelity Freedom 2040 Fund: Class K (FSNVX) [MF]Mutual Funds | None | SP | Tax-Deferred | 2023 |
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