—
Net Worth Est.
$976.02KTrade volume
$0Total trades
-----Last Traded
----Mutual Funds
$818.52K
529 Prepaid Tuition Plan
$108K
Bank Accounts, Money Market Accounts and CDs
$32K
Ownership Interest
$8.5K
IRA (Held in Cash)
$8K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![Gregory J Schwartz Brokerage account ⇒ VaNGUaRD INDEX TRUST SMaLL CaP VaLUE [MF]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Gregory J Schwartz Brokerage account ⇒ VaNGUaRD INDEX TRUST SMaLL CaP VaLUE [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2017 | ||
- Michigan Education Savings Program ⇒ MODERaTE aGE BaSED OPTION 18 & Over [5P]529 Prepaid Tuition Plan | $50,001 - $100,000 | Tax-Deferred | 2017 | ||
- Gregory J Schwartz Brokerage account ⇒ EUROPaCIFIC GROWTH FD [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2017 | ||
- Gregory J Schwartz Brokerage account ⇒ GROWTH FD aMER INC [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2017 | ||
- Gregory J Schwartz Brokerage account ⇒ VaNGUaRD INDEX TR MID CaP VaLUE [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2017 | ||
- Gregory J Schwartz Brokerage account ⇒ VaNGUaRD INDEX TRUST SMaLL CaP GROWTH [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2017 | ||
- Gregory J Schwartz Brokerage account ⇒ FUNDaMENTaL INVS INC [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2017 | ||
- Gregory J Schwartz Brokerage account ⇒ VaNGUaRD INTERNaTIONaL VaLUE [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2017 | ||
- Michigan Education Savings Program ⇒ BaLaNCED OPTION [5P]529 Prepaid Tuition Plan | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
- Michigan Education Savings Program ⇒ Moderate age-Based Option 16 [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
- Bank of america Jt Savings [Ba]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2017 |
- Bank of america - Pro Management Checking [Ba]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | 2017 | |||
- Pro Management Company LLC, 100% Interest [OL]Ownership Interest | $1,001 - $15,000 | Consulting | 2017 | ||
- HDVest SEP IRa ⇒ INVESCO INTERNaTIONaL GROWTH FD [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- HDVest SEP IRa ⇒ INVESCO GLOBaL REaL ESTaTE [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- HDVest SEP IRa ⇒ INVESCO DEVELOPING MaRKET FUNDS [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- HDVest SEP IRa ⇒ HaRTFORD EQUITY INCOME [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- HDVest SEP IRa ⇒ HaRBOR CaPITaL aPPRECIaTION FD [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- HDVest SEP IRa ⇒ GOLDMaN SaCHS TR STRaTEGIC INCOME [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- HDVest SEP IRa ⇒ GOLDMaN SaCHS TR SMaLL/MID CaP GROWTH [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- HDVest SEP IRa ⇒ DELEWaRE POOLED TR DIVERSIFIED INCOME [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- HDVest SEP IRa ⇒ Cash held in IRa [IH]IRA (Held in Cash) | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- HDVest SEP IRa ⇒ aMERICaN BEaCON INTL EQUITY FD [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- HDVest SEP IRa ⇒ MFS SER TR V INTL NEW DISCOVERY [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- HDVest SEP IRa ⇒ PUTNaM INVESTORS FUND [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- Gregory J Schwartz Brokerage account ⇒ Money Market Fund [Ba]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- Bank of america Jt Checking [Ba]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2017 |
- HDVest SEP IRa ⇒ TEMPLETON INCOME TR GLOBaL BD FD [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- HDVest SEP IRa ⇒ T ROWE PRICE EQUITY INCOME [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- HDVest SEP IRa ⇒ STEELPaTH MLP OPPENHEIMER STEELPaTH MLP aLPHa [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- HDVest SEP IRa ⇒ ROYCE TOTaL RETURN FUND [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- HDVest SEP IRa ⇒ MFS SER TR II GROWTH FD [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- HDVest SEP IRa ⇒ JOHN HaNCOCK II STRaTEGIC INCOME OPPTYS [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- HDVest SEP IRa ⇒ JOHN HaNCOCK FUNDS II FUND LG CaP CORE [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- HDVest SEP IRa ⇒ IVY INTL CORE EQTY FD [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- HDVest SEP IRa ⇒ INVESCO SMaLL CaP EQUITY FD [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- Michigan Education Savings Program ⇒ MaTCH aCCOUNT OPTION 1975 [5P]529 Prepaid Tuition Plan | $1 - $1,000 | Tax-Deferred | 2017 | ||
- Sweet Serendipity Clothing Co LLC, 100% Interest [OL]Ownership Interest | $1 - $1,000 | $15,001 - $50,000 | Inactive Entity | 2017 | |
- Freedom Realty Inc [PS]Stock (Not Publicly Traded) | $1 - $1,000 | Real Estate Commission | 2017 | ||
- HDVest SEP IRa ⇒ aMERICaN BEaCON SIM HIGH YIELD OPP FD [MF]Mutual Funds | $1 - $1,000 | Tax-Deferred | 2017 | ||
- HDVest SEP IRa ⇒ PUTNaM FLTG RaTE INCOME [MF]Mutual Funds | $1 - $1,000 | Tax-Deferred | 2017 | ||
RIG Transocean Ltd (RIG) [ST]Stocks | $1 - $1,000 | $1 - $200 | Dividends | 2017 | |
- Gregory J Schwartz Brokerage account ⇒ VaNGUaRD INDEX TRUST SMaLL CaP VaLUE | $100,001 - $250,000 | Tax-Deferred | 2016 | ||
- Gregory J Schwartz Brokerage account ⇒ EUROPaCIFIC GROWTH | $50,001 - $100,000 | FD | Tax-Deferred | 2016 | |
- Gregory J Schwartz Brokerage account ⇒ VaNGUaRD INDEX TR MID CaP VaLUE | $50,001 - $100,000 | Tax-Deferred | 2016 | ||
- Gregory J Schwartz Brokerage account ⇒ GROWTH FD aMER INC | $50,001 - $100,000 | Tax-Deferred | 2016 | ||
- Gregory J Schwartz Brokerage account ⇒ VaNGUaRD INTERNaTIONaL VaLUE | $50,001 - $100,000 | Tax-Deferred | 2016 | ||
- Gregory J Schwartz Brokerage account ⇒ FUNDaMENTaL INVS INC | $50,001 - $100,000 | Tax-Deferred | 2016 | ||
- Michigan Education Savings Program ⇒ MODERaTE aGE BaSED OPTION 13-14 | $50,001 - $100,000 | Tax-Deferred | 2016 | ||
- Gregory J Schwartz Brokerage account ⇒ VaNGUaRD INDEX TRUST SMaLL CaP GROWTH | $50,001 - $100,000 | Tax-Deferred | 2016 | ||
- Michigan Education Savings Program ⇒ Moderate age-Based Option 16 | $15,001 - $50,000 | Tax-Deferred | 2016 | ||
- Michigan Education Savings Program ⇒ BaLaNCED OPTION 2190 | $15,001 - $50,000 | Tax-Deferred | 2016 | ||
- Bank of america - Pro Management Checking | $1,001 - $15,000 | 2016 | |||
- Bank of america Jt Checking | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2016 |
- HDVest SEP IRa ⇒ aMERICaN BEaCON INTL EQUITY | $1,001 - $15,000 | FD | Tax-Deferred | 2016 | |
- Bank of america Jt Savings | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2016 |
- Bank of america Personal Checking | $1,001 - $15,000 | JT | 2016 | ||
- HDVest SEP IRa ⇒ PUTNaM INVESTORS FUND | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- HDVest SEP IRa ⇒ ROYCE TOTaL RETURN FUND | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- HDVest SEP IRa ⇒ STEELPaTH MLP OPPENHEIMER STEELPaTH MLP aLPHa | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- HDVest SEP IRa ⇒ T ROWE PRICE EQUITY INCOME | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- HDVest SEP IRa ⇒ TEMPLETON INCOME TR GLOBaL BD | $1,001 - $15,000 | FD | Tax-Deferred | 2016 | |
- Pro Management Company LLC, 100% Interest | $1,001 - $15,000 | Consulting | 2016 | ||
- HDVest SEP IRa ⇒ INVESCO SMaLL CaP EQUITY | $1,001 - $15,000 | FD | Tax-Deferred | 2016 | |
- Sweet Serendipity Clothing Co LLC, 100% Interest | $1,001 - $15,000 | $5,001 - $15,000 | Sale of Childrens Clothing | 2016 | |
- HDVest SEP IRa ⇒ DELEWaRE POOLED TR DIVERSIFIED INCOME | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- HDVest SEP IRa ⇒ GOLDMaN SaCHS TR SMaLL/MID CaP GROWTH | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- HDVest SEP IRa ⇒ GOLDMaN SaCHS TR STRaTEGIC INCOME | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- HDVest SEP IRa ⇒ HaRBOR CaPITaL aPPRECIaTION | $1,001 - $15,000 | FD | Tax-Deferred | 2016 | |
- HDVest SEP IRa ⇒ HaRTFORD EQUITY INCOME | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- HDVest SEP IRa ⇒ INVESCO DEVELOPING MaRKET FUNDS | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- HDVest SEP IRa ⇒ INVESCO GLOBaL REaL ESTaTE | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- HDVest SEP IRa ⇒ INVESCO INTERNaTIONaL GROWTH | $1,001 - $15,000 | FD | Tax-Deferred | 2016 | |
- HDVest SEP IRa ⇒ IVY INTL CORE EQTY | $1,001 - $15,000 | FD | Tax-Deferred | 2016 | |
- HDVest SEP IRa ⇒ JOHN HaNCOCK FUNDS II FUND LG CaP CORE | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- HDVest SEP IRa ⇒ JOHN HaNCOCK II STRaTEGIC INCOME OPPTYS | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- HDVest SEP IRa ⇒ MFS SER TR II GROWTH | $1,001 - $15,000 | FD | Tax-Deferred | 2016 | |
- HDVest SEP IRa ⇒ MFS SER TR V INTL NEW DISCOVERY | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
RIG Transocean Ltd (RIG) | $1 - $1,000 | $1 - $200 | Dividends | 2016 | |
- HDVest SEP IRa ⇒ Cash held in IRa | $1 - $1,000 | Tax-Deferred | 2016 | ||
- HDVest SEP IRa ⇒ aMERICaN BEaCON SIM HIGH YIELD OPP | $1 - $1,000 | FD | Tax-Deferred | 2016 | |
- Michigan Education Savings Program ⇒ MaTCH aCCOUNT OPTION 1975 | $1 - $1,000 | Tax-Deferred | 2016 | ||
- Gregory J Schwartz Brokerage account ⇒ Money Market Fund | $1 - $1,000 | Tax-Deferred | 2016 | ||
- Freedom Realty Inc | $1 - $1,000 | Real Estate Commissions | 2016 | ||
- HDVest SEP IRa ⇒ PUTNaM FLTG RaTE INCOME | $1 - $1,000 | Tax-Deferred | 2016 | ||
- Gregory J Schwartz Brokerage account ⇒ VaNGUaRD INDEX TRUST SMaLL CaP VaLUE | $100,001 - $250,000 | Tax-Deferred | 2015 | ||
- Michigan Education Savings Program ⇒ MODERaTE aGE BaSED OPTION 13-14 | $50,001 - $100,000 | Tax-Deferred | 2015 | ||
- Gregory J Schwartz Brokerage account ⇒ VaNGUaRD INDEX TR MID CaP VaLUE | $50,001 - $100,000 | Tax-Deferred | 2015 | ||
- Gregory J Schwartz Brokerage account ⇒ VaNGUaRD INDEX TRUST SMaLL CaP GROWTH | $50,001 - $100,000 | Tax-Deferred | 2015 | ||
- Gregory J Schwartz Brokerage account ⇒ VaNGUaRD INTERNaTIONaL VaLUE | $50,001 - $100,000 | Tax-Deferred | 2015 | ||
- Gregory J Schwartz Brokerage account ⇒ FUNDaMENTaL INVS INC | $50,001 - $100,000 | Tax-Deferred | 2015 | ||
- Gregory J Schwartz Brokerage account ⇒ EUROPaCIFIC GROWTH | $50,001 - $100,000 | FD | Tax-Deferred | 2015 | |
- Gregory J Schwartz Brokerage account ⇒ GROWTH FD aMER INC | $50,001 - $100,000 | Tax-Deferred | 2015 | ||
- Michigan Education Savings Program ⇒ BaLaNCED OPTION 2190 | $15,001 - $50,000 | Tax-Deferred | 2015 | ||
- Michigan Education Savings Program ⇒ Moderate age-Based Option 16 | $15,001 - $50,000 | Tax-Deferred | 2015 | ||
- Bank of america Jt Savings | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2015 |
- Bank of america Personal Checking | $1,001 - $15,000 | JT | 2015 | ||
- Bank of america Jt Checking | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2015 |
- Bank of america - Pro Management Checking | $1,001 - $15,000 | 2015 | |||
- HDVest SEP IRa ⇒ PUTNaM INVESTORS FUND | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- HDVest SEP IRa ⇒ MFS SER TR II GROWTH | $1,001 - $15,000 | FD | Tax-Deferred | 2015 | |
- HDVest SEP IRa ⇒ JOHN HaNCOCK II STRaTEGIC INCOME OPPTYS | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- HDVest SEP IRa ⇒ JOHN HaNCOCK FUNDS II FUND LG CaP CORE | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- HDVest SEP IRa ⇒ INVESCO SMaLL CaP EQUITY | $1,001 - $15,000 | FD | Tax-Deferred | 2015 | |
- HDVest SEP IRa ⇒ INVESCO INTERNaTIONaL GROWTH | $1,001 - $15,000 | FD | Tax-Deferred | 2015 | |
- HDVest SEP IRa ⇒ INVESCO GLOBaL REaL ESTaTE | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- HDVest SEP IRa ⇒ INVESCO DEVELOPING MaRKET FUNDS | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- HDVest SEP IRa ⇒ HaRTFORD EQUITY INCOME | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- HDVest SEP IRa ⇒ HaRBOR CaPITaL aPPRECIaTION | $1,001 - $15,000 | FD | Tax-Deferred | 2015 | |
- HDVest SEP IRa ⇒ GOLDMaN SaCHS TR STRaTEGIC INCOME | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- HDVest SEP IRa ⇒ DELEWaRE POOLED TR DIVERSIFIED INCOME | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Sweet Serendipity Clothing Co LLC, 100% Interest | $1,001 - $15,000 | Sale of Childrens Clothing | 2015 | ||
- Pro Management Company LLC, 100% Interest | $1,001 - $15,000 | Consulting | 2015 | ||
- HDVest SEP IRa ⇒ TEMPLETON INCOME TR GLOBaL BD | $1,001 - $15,000 | FD | Tax-Deferred | 2015 | |
- HDVest SEP IRa ⇒ T ROWE PRICE EQUITY INCOME | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- HDVest SEP IRa ⇒ STEELPaTH MLP OPPENHEIMER STEELPaTH MLP aLPHa | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Gregory J Schwartz Brokerage account ⇒ Prime Money Market Fund | $1 - $1,000 | Tax-Deferred | 2015 | ||
RIG Transocean Ltd (RIG) | $1 - $1,000 | $1 - $200 | Dividends | 2015 | |
- HDVest SEP IRa ⇒ PUTNaM FLTG RaTE INCOME | $1 - $1,000 | Tax-Deferred | 2015 | ||
- HDVest SEP IRa ⇒ MFS SER TR V INTL NEW DISCOVERY | $1 - $1,000 | Tax-Deferred | 2015 | ||
- HDVest SEP IRa ⇒ IVY INTL CORE EQTY | $1 - $1,000 | FD | Tax-Deferred | 2015 | |
- Michigan Education Savings Program ⇒ MaTCH aCCOUNT OPTION 1975 | $1 - $1,000 | Tax-Deferred | 2015 | ||
- Freedom Realty Inc | $1 - $1,000 | Real Estate Commissions | 2015 | ||
- HDVest SEP IRa ⇒ Cash held in IRa | $1 - $1,000 | Tax-Deferred | 2015 | ||
- HDVest SEP IRa ⇒ aMERICaN BEaCON SIM HIGH YIELD OPP | $1 - $1,000 | FD | Tax-Deferred | 2015 | |
- HDVest SEP IRa ⇒ GOLDMaN SaCHS TR SMaLL/MID CaP GROWTH | $1 - $1,000 | Tax-Deferred | 2015 | ||
- HDVest SEP IRa ⇒ ROYCE TOTaL RETURN FUND | $1 - $1,000 | Tax-Deferred | 2015 | ||
- HDVest SEP IRa ⇒ aMERICaN BEaCON INTL EQUITY | $1 - $1,000 | FD | Tax-Deferred | 2015 |
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