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Net Worth Est.
$409.51KTrade volume
$0Total trades
-----Last Traded
----529 Prepaid Tuition Plan
$150K
Bank Accounts, Money Market Accounts and CDs
$105.5K
Mutual Funds
$64K
Stocks
$49.5K
Whole/Universal Insurance
$32.5K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![NYS 529 Conservative Age Based Option Plan [5P]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - NYS 529 Conservative Age Based Option Plan [5P]529 Prepaid Tuition Plan | $50,001 - $100,000 | DC | Tax-Deferred | 2019 | |
- NYS 529 Conservative Age Based Option Plan [5P]529 Prepaid Tuition Plan | $50,001 - $100,000 | DC | Tax-Deferred | 2019 | |
TROW Thrift Savings Plan ⇒ T. Rowe Price Group, Inc. (TROW) [ST]Stocks | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- Thrift Savings Plan ⇒ Mass Mutual Fixed Account [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- Americu Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2019 | |
- NY Life Insurance Company [WU]Whole/Universal Insurance | $15,001 - $50,000 | 2019 | |||
- Bank of Utica [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | $1 - $200 | Interest | 2019 |
- Bank of Utica [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2019 | |
- CGM Focus Fund [IP]Intellectual Property & Royalties | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- Fidelity Govt MMKT Capital Reserves [MF]Mutual Funds | $1,001 - $15,000 | 2019 | |||
GE General Electric Company (GE) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2019 | |
PG Procter & Gamble Company (PG) [ST]Stocks | $1,001 - $15,000 | $201 - $1,000 | Interest | 2019 | |
- SP Prudential Variable Life Policy ⇒ Fixed Rate Option [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | 2019 | ||
- American Capital Worth Growth Inc. [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2019 | |
- American Capital Income Builder [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2019 | |
- American EuroPac Growth [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2019 | |
- American Growth Fund of America [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2019 | |
- Bank of Utica [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | $201 - $1,000 | Interest | 2019 |
- Bank of Utica [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | $1 - $200 | Interest | 2019 |
- Thrift Savings Plan ⇒ Am. Funds EuroPac Growth [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Thrift Savings Plan ⇒ Fidelity Advisor Levrgd [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Thrift Savings Plan ⇒ Hartford Small Co. HLS [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
GPS Gap, Inc. (GPS) [ST]Stocks | $1 - $1,000 | $1 - $200 | Dividends | 2019 | |
- SP Prudential Variable Life Policy ⇒ PSF Govt Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | SP | 2019 | ||
DIS Walt Disney Company (DIS) [ST]Stocks | $1 - $1,000 | $1 - $200 | Dividends | 2019 | |
- New York State Teachers' Retirement System [PE]Pensions | Undetermined | SP | 2019 | ||
- New York State Pension [PE]Pensions | Undetermined | 2019 |
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