—
Net Worth Est.
$97.89MTrade volume
$0Total trades
-----Last Traded
----Ownership Interest
$52.5M
Mutual Funds
$39.21M
Debts Owed to the Filer
$3.18M
Real Property
$3M
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![FarSight Studios, Inc., 100% Interest [OL]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - FarSight Studios, Inc., 100% Interest [OL]Ownership Interest | $25,000,001 - $50,000,000 | 2023 | |||
VTMSX Vanguard brokerage account ⇒ Vanguard Tax-Managed Small Cap (VTMSX) [MF]Mutual Funds | $5,000,001 - $25,000,000 | $50,001 - $100,000 | Dividends | 2023 | |
VTMFX Vanguard brokerage account ⇒ Vanguard Tax-Managed Balanced (VTMFX) [MF]Mutual Funds | $5,000,001 - $25,000,000 | $100,001 - $1,000,000 | Dividends | 2023 | |
- FarSight Technologies, Inc., 100% Interest [OL]Ownership Interest | $5,000,001 - $25,000,000 | 2023 | |||
- Vanguard brokerage account ⇒ Vanguard Index 500 [MF]Mutual Funds | $1,000,001 - $5,000,000 | $50,001 - $100,000 | Dividends | 2023 | |
- Powell Trust Deed [DO]Debts Owed to the Filer | $1,000,001 - $5,000,000 | $50,001 - $100,000 | Interest | 2023 | |
- Rental property [RP]Real Property | $1,000,001 - $5,000,000 | JT | $5,001 - $15,000 | Rent | 2023 |
VTCLX Vanguard brokerage account ⇒ Vanguard Tax-Managed Capital Appreciation (VTCLX) [MF]Mutual Funds | $1,000,001 - $5,000,000 | $15,001 - $50,000 | Dividends | 2023 | |
- Vanguard SIMPLE ⇒ Vanguard Total Stock Market Index [MF]Mutual Funds | $1,000,001 - $5,000,000 | $5,001 - $15,000 | Dividends | 2023 | |
- Kyusun Choe Trust Deed [DO]Debts Owed to the Filer | $100,001 - $250,000 | $5,001 - $15,000 | Interest | 2023 | |
VTSAX Vanguard IRA ⇒ Vanguard Total Stock Market Index (VTSAX) [MF]Mutual Funds | $100,001 - $250,000 | $2,501 - $5,000 | Dividends | 2023 | |
- Vanguard SIMPLE ⇒ Vanguard Total Stock Market Index [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2023 |
- Rondell G. Yates and Cynthia L. Yates Trust Deed [DO]Debts Owed to the Filer | $1,001 - $15,000 | Interest | 2023 | ||
- Vanguard brokerage account ⇒ Vanguard Federal Money Market [BA]Bank Accounts, Money Market Accounts and CDs | None | $5,001 - $15,000 | Dividends | 2023 | |
- FarSight Studios, Inc., 100% Interest [OL]Ownership Interest | $25,000,001 - $50,000,000 | 2022 | |||
- FarSight Technologies, Inc., 100% Interest [OL]Ownership Interest | $5,000,001 - $25,000,000 | 2022 | |||
VTMSX Vanguard brokerage account ⇒ Vanguard Tax-Managed Small Cap (VTMSX) [MF]Mutual Funds | $5,000,001 - $25,000,000 | $50,001 - $100,000 | Dividends | 2022 | |
VTMFX Vanguard brokerage account ⇒ Vanguard Tax-Managed Balanced (VTMFX) [MF]Mutual Funds | $5,000,001 - $25,000,000 | $100,001 - $1,000,000 | Dividends | 2022 | |
VTCLX Vanguard brokerage account ⇒ Vanguard Tax-Managed Capital Appreciation (VTCLX) [MF]Mutual Funds | $1,000,001 - $5,000,000 | $15,001 - $50,000 | Dividends | 2022 | |
VFIAX Vanguard brokerage account ⇒ Vanguard Index 500 (VFIAX) [MF]Mutual Funds | $1,000,001 - $5,000,000 | $50,001 - $100,000 | Dividends | 2022 | |
VTSAX Vanguard SIMPLE ⇒ Vanguard Total Stock Market Index (VTSAX) [MF]Mutual Funds | $1,000,001 - $5,000,000 | $5,001 - $15,000 | Dividends | 2022 | |
- Vanguard brokerage account ⇒ Vanguard Federal Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $250,001 - $500,000 | $5,001 - $15,000 | Dividends | 2022 | |
VTSAX Vanguard IRA ⇒ Vanguard Total Stock Market Index (VTSAX) [MF]Mutual Funds | $100,001 - $250,000 | $2,501 - $5,000 | Dividends | 2022 | |
- Kyusun Choe Trust Deed [DO]Debts Owed to the Filer | $100,001 - $250,000 | $5,001 - $15,000 | Interest | 2022 | |
- Rondell G. Yates and Cynthia L. Yates Trust Deed [DO]Debts Owed to the Filer | $1,001 - $15,000 | $201 - $1,000 | Interest | 2022 | |
VTSAX Vanguard SIMPLE ⇒ Vanguard Total Stock Market Index (VTSAX) [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2022 |
- FarSight Studios, Inc., 100% Interest [OL]Ownership Interest | $25,000,001 - $50,000,000 | 2021 | |||
VTMFX Vanguard brokerage account ⇒ Vanguard Tax-Managed Balanced (VTMFX) [MF]Mutual Funds | $5,000,001 - $25,000,000 | $100,001 - $1,000,000 | Capital Gains, Dividends | 2021 | |
- FarSight Technologies, Inc., 100% Interest [OL]Ownership Interest | $5,000,001 - $25,000,000 | $100,001 - $1,000,000 | Dividends | 2021 | |
VTMSX Vanguard brokerage account ⇒ Vanguard Tax-Managed Small Cap (VTMSX) [MF]Mutual Funds | $5,000,001 - $25,000,000 | $50,001 - $100,000 | Dividends | 2021 | |
VTSAX Vanguard SIMPLE ⇒ Vanguard Total Stock Market Index (VTSAX) [MF]Mutual Funds | $1,000,001 - $5,000,000 | $5,001 - $15,000 | Dividends | 2021 | |
VFIAX Vanguard brokerage account ⇒ Vanguard Index 500 (VFIAX) [MF]Mutual Funds | $1,000,001 - $5,000,000 | $15,001 - $50,000 | Dividends | 2021 | |
VTCLX Vanguard brokerage account ⇒ Vanguard Tax-Managed Capital Appreciation (VTCLX) [MF]Mutual Funds | $1,000,001 - $5,000,000 | $15,001 - $50,000 | Dividends | 2021 | |
VTSAX Vanguard IRA ⇒ Vanguard Total Stock Market Index (VTSAX) [MF]Mutual Funds | $100,001 - $250,000 | $1,001 - $2,500 | Dividends | 2021 | |
- Vanguard brokerage account ⇒ Vanguard Federal Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | $1 - $200 | Dividends | 2021 | |
- Kyusun Choe Trust Deed [DO]Debts Owed to the Filer | $100,001 - $250,000 | $5,001 - $15,000 | Interest | 2021 | |
- Rondell G. Yates and Cynthia L. Yates Trust Deed [DO]Debts Owed to the Filer | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 2021 | |
VTV Vanguard brokerage account ⇒ Vanguard Value ETF (VTV) [EF]Exchange Traded Funds (ETF) | None | $100,001 - $1,000,000 | Capital Gains | 2021 | |
VEU Vanguard brokerage account ⇒ Vanguard FTSE All-World ex-US ETF (VEU) [EF]Exchange Traded Funds (ETF) | None | $15,001 - $50,000 | Capital Gains | 2021 | |
VBR Vanguard brokerage account ⇒ Vanguard Small-Cap Value ETF (VBR) [EF]Exchange Traded Funds (ETF) | None | $100,001 - $1,000,000 | Capital Gains | 2021 |
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