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Net Worth Est.
$636.51KTrade volume
$0Total trades
-----Last Traded
----Mutual Funds
$636.51K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
K SESC - 401(K) ⇒ BlackRock LifePath Index 2030 [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2023 | |
B 457(B) PLAN ⇒ BARON GR INST [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
![INSURANCE ⇒ SFT IVY GROWTH [MF]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - INSURANCE ⇒ SFT IVY GROWTH [MF]Mutual Funds | $15,001 - $50,000 | SP | 2023 | ||
POGAX IRA ⇒ Putnam Large Cap Growth Class A (POGAX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
PEIYX IRA ⇒ Putnam Large Cap Value Fund Class Y (PEIYX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
B 457(B) PLAN ⇒ PTNM R6 [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- INSURANCE ⇒ SFT INDEX 500 C2 [MF]Mutual Funds | $15,001 - $50,000 | SP | 2023 | ||
FTRNX ROTH IRA ⇒ Fidelity Trend Fund (FTRNX) [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2023 | |
- INSURANCE ⇒ SFT CORE BOND C2 [MF]Mutual Funds | $1,001 - $15,000 | SP | 2023 | ||
- 529 ⇒ AZ PORTFOLIO 2033 (FIDELITY INDEX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- AZ Gov't Pension Plan ⇒ PUBLIC SAFETY PERSONNEL RETIREMENT SYSTEM [PE]Pensions | Undetermined | $50,001 - $100,000 | Distributions | 2023 | |
K SESC - 401(K) ⇒ BlackRock LifePath Index 2030 [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2022 | |
PEQSX 457(B) PLAN ⇒ PTNM R6 (PEQSX) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
- INSURANCE ⇒ SFT INDEX 500 C2 [MF]Mutual Funds | $15,001 - $50,000 | SP | 2022 | ||
BGRIX 457(B) PLAN ⇒ BARON GR INST (BGRIX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- INSURANCE ⇒ SFT IVY GROWTH [MF]Mutual Funds | $15,001 - $50,000 | SP | 2022 | ||
- IRA ⇒ LARGE CAP VALUE FD [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
- IRA ⇒ VT GROWTH OPP [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
FTRNX ROTH IRA ⇒ Fidelity Trend Fund (FTRNX) [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2022 | |
- INSURANCE ⇒ SFT CORE BOND C2 [MF]Mutual Funds | $1,001 - $15,000 | SP | 2022 | ||
- 529 ⇒ AZ PORTFOLIO 2033 (FIDELITY INDEX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- BUSINESS HOLDINGS ⇒ SHERIDAN EQUITIES HOLDINGS LLC [OL]Ownership Interest | None | 2022 | |||
- BUSINESS HOLDINGS ⇒ SHERIDAN EQUITIES LLC [OL]Ownership Interest | None | 2022 | |||
K SESC - 401(K) ⇒ BlackRock LifePath Index 2030 [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2021 | |
- IRA ⇒ VT EQUITY INCOME [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
- IRA ⇒ VT GROWTH OPP [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
BGRIX 457(B) PLAN ⇒ BARON GR INST (BGRIX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
PEQSX 457(B) PLAN ⇒ PTNM R6 (PEQSX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- INSURANCE ⇒ SFT IVY GROWTH [MF]Mutual Funds | $15,001 - $50,000 | SP | 2021 | ||
- INSURANCE ⇒ SFT INDEX 500 C2 [MF]Mutual Funds | $1,001 - $15,000 | SP | 2021 | ||
- 529 ⇒ AZ PORTFOLIO 2033 (FIDELITY INDEX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- INSURANCE ⇒ SFT CORE BOND C2 [MF]Mutual Funds | $1,001 - $15,000 | SP | 2021 | ||
- BUSINESS HOLDINGS ⇒ SHERIDAN EQUITIES LLC [OL]Ownership Interest | None | 2021 | |||
- BUSINESS HOLDINGS ⇒ SHERIDAN EQUITIES HOLDINGS LLC [OL]Ownership Interest | None | 2021 | |||
K SESC - 401(K) ⇒ BlackRock LifePath Index 2030 [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2020 | |
- IRA ⇒ VT GROWTH OPP [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2020 | |
PEQSX 457(B) PLAN ⇒ PTNM R6 (PEQSX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- INSURANCE ⇒ SFT IVY GROWTH [MF]Mutual Funds | $15,001 - $50,000 | SP | 2020 | ||
BGRIX 457(B) PLAN ⇒ BARON GR INST (BGRIX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- IRA ⇒ VT EQUITY INCOME [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2020 | |
- 529 ⇒ AZ PORTFOLIO 2033 (FIDELITY INDEX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- INSURANCE ⇒ SFT CORE BOND C2 [MF]Mutual Funds | $1,001 - $15,000 | SP | 2020 | ||
- INSURANCE ⇒ SFT INDEX 500 C2 [MF]Mutual Funds | $1,001 - $15,000 | SP | 2020 | ||
- BUSINESS HOLDINGS ⇒ SHERIDAN EQUITIES LLC [OL]Ownership Interest | None | 2020 | |||
- BUSINESS HOLDINGS ⇒ SHERIDAN EQUITIES HOLDINGS LLC [OL]Ownership Interest | None | 2020 | |||
- BUSINESS HOLDINGS ⇒ SHERIDAN EQUITIES HOLDINGS LLC [OL]Ownership Interest | $250,001 - $500,000 | 2019 | |||
K SESC - 401(K) ⇒ BlackRock LifePath Index 2030 [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2019 | |
K SESC - 401(K) ⇒ BlackRock LifePath Index 2030 [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2019 | |
- IRA ⇒ VT GROWTH OPP [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
BGRIX 457(B) PLAN ⇒ BARON GR INST (BGRIX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
BGRIX 457(B) PLAN ⇒ BARON GR INST (BGRIX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
PEQSX 457(B) PLAN ⇒ PTNM R6 (PEQSX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
PEQSX 457(B) PLAN ⇒ PTNM R6 (PEQSX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- INSURANCE ⇒ SFT IVY GROWTH [MF]Mutual Funds | $15,001 - $50,000 | SP | 2019 | ||
- INSURANCE ⇒ SFT IVY GROWTH [MF]Mutual Funds | $15,001 - $50,000 | SP | 2019 | ||
- IRA ⇒ VT EQUITY INCOME [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
- INSURANCE ⇒ SFT CORE BOND C2 [MF]Mutual Funds | $1,001 - $15,000 | SP | 2019 | ||
- INSURANCE ⇒ SFT INDEX 500 C2 [MF]Mutual Funds | $1,001 - $15,000 | SP | 2019 | ||
- INSURANCE ⇒ SFT INDEX 500 C2 [MF]Mutual Funds | $1,001 - $15,000 | SP | 2019 | ||
- 529 ⇒ AZ PORTFOLIO 2033 (FIDELITY INDEX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- 529 ⇒ AZ PORTFOLIO 2033 (FIDELITY INDEX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- IRA ⇒ VT EQUITY INCOME [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- IRA ⇒ VT GROWTH OPP [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- BUSINESS HOLDINGS ⇒ SHERIDAN EQUITIES LLC [OL]Ownership Interest | $1,001 - $15,000 | 2019 | |||
- INSURANCE ⇒ SFT CORE BOND C2 [MF]Mutual Funds | $1,001 - $15,000 | SP | 2019 | ||
- BUSINESS HOLDINGS ⇒ SHERIDAN EQUITIES HOLDINGS LLC [OL]Ownership Interest | None | 2019 | |||
- BUSINESS HOLDINGS ⇒ SHERIDAN EQUITIES LLC [OL]Ownership Interest | None | 2019 | |||
- BUSINESS HOLDINGS ⇒ SHERIDAN EQUITIES HOLDINGS LLC [OL]Ownership Interest | $250,001 - $500,000 | 2018 | |||
K SESC - 401(K) ⇒ BlackRock LifePath Index 2030 [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2018 | |
BGRIX 457(B) PLAN ⇒ BARON GR INST (BGRIX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2018 | ||
PEQSX 457(B) PLAN ⇒ PTNM R6 (PEQSX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2018 | ||
- INSURANCE ⇒ SFT IVY GROWTH [MF]Mutual Funds | $15,001 - $50,000 | SP | 2018 | ||
- INSURANCE ⇒ SFT CORE BOND C2 [MF]Mutual Funds | $1,001 - $15,000 | SP | 2018 | ||
- INSURANCE ⇒ SFT INDEX 500 C2 [MF]Mutual Funds | $1,001 - $15,000 | SP | 2018 | ||
- 529 ⇒ AZ PORTFOLIO 2033 (FIDELITY INDEX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- IRA ⇒ VT EQUITY INCOME [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- IRA ⇒ VT GROWTH OPP [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- BUSINESS HOLDINGS ⇒ SHERIDAN EQUITIES LLC [OL]Ownership Interest | $1,001 - $15,000 | 2018 | |||
- BUSINESS HOLDINGS ⇒ SHERIDAN EQUITIES HOLDINGS LLC [OL]Ownership Interest | $1,000,001 - $5,000,000 | 2017 | |||
MDSWX SESC - 401(K) ⇒ BlackRock Small Cap Growth II Inv A (MDSWX) [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2017 | |
- INSURANCE ⇒ SFT IVY GROWTH [MF]Mutual Funds | $15,001 - $50,000 | SP | 2017 | ||
B 457(B) PLAN ⇒ LOOMIS VAL N [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
MDLVX SESC - 401(K) ⇒ BlackRock Advantage Large Cap Val Inv A (MDLVX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2017 | |
MDLOX SESC - 401(K) ⇒ BlackRock Global Allocation Inv A (MDLOX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2017 | |
MDILX SESC - 401(K) ⇒ BlackRock International Inv A (MDILX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2017 | |
B 457(B) PLAN ⇒ BARON GR INST [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
CIGAX SESC - 401(K) ⇒ BlackRock US Government Bond Inv A (CIGAX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- 529 ⇒ AZ PORTFOLIO 2033 (FIDELITY INDEX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- INSURANCE ⇒ SFTADV IDX 500 C2 [MF]Mutual Funds | $1,001 - $15,000 | SP | 2017 | ||
- INSURANCE ⇒ SFTADV MTG SEC C2 [MF]Mutual Funds | $1,001 - $15,000 | SP | 2017 | ||
- INSURANCE ⇒ STADV BOND C2 [MF]Mutual Funds | $1,001 - $15,000 | SP | 2017 | ||
- BUSINESS HOLDINGS ⇒ SHERIDAN EQUITIES LLC [OL]Ownership Interest | $1,001 - $15,000 | 2017 |
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