—
Net Worth Est.
$1.24MTrade volume
$0Total trades
-----Last Traded
----Mutual Funds
$522.5K
Bank Accounts, Money Market Accounts and CDs
$482.5K
Fixed Annuity
$175K
529 Prepaid Tuition Plan
$32.5K
Government Securities and Agency Debt
$16K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![Capital One Accounts [BA]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Capital One Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $250,001 - $500,000 | SP | $5,001 - $15,000 | Interest | 2023 |
- TIAA Traditional IRA [FN]Fixed Annuity | $100,001 - $250,000 | Tax-Deferred | 2023 | ||
VTHRX Vanguard Target Retirement 2030 Fund (VTHRX) [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2023 | |
- Vanguard FTSE Social Index Fund Inv. Shares [MF]Mutual Funds | $100,001 - $250,000 | JT | $1,001 - $2,500 | Dividends | 2023 |
- Wells Fargo Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | $1 - $200 | Interest | 2023 |
- American Funds Washington Mutual Investors Fund Class A [MF]Mutual Funds | $50,001 - $100,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2023 |
- T. Rowe Price Government Money Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Berkshire Bank [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | 2023 | ||
- Invesco Growth and Income Fund Y [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
- MD College Investment Plan Portfolio 2015 [5P]529 Prepaid Tuition Plan | $15,001 - $50,000 | DC | Tax-Deferred | 2023 | |
- T. Rowe Price Spectrum Income [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- U.S. Treasury Bonds [GS]Government Securities and Agency Debt | $1,001 - $15,000 | SP | $201 - $1,000 | Interest | 2023 |
- U.S. Treasury Bonds [GS]Government Securities and Agency Debt | $1,001 - $15,000 | $201 - $1,000 | Interest | 2023 | |
- Wells Fargo Traditional IRA Retirement Savings Certificate [IH]IRA (Held in Cash) | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- Capital One Money Market Account [BA]Bank Accounts, Money Market Accounts and CDs | $250,001 - $500,000 | SP | $1,001 - $2,500 | Interest | 2022 |
- Vanguard Traditional IRA Tgt. Rtmt 2030 [IH]IRA (Held in Cash) | $100,001 - $250,000 | SP | Tax-Deferred | 2022 | |
- TIAA Traditional IRA [FN]Fixed Annuity | $100,001 - $250,000 | Tax-Deferred | 2022 | ||
- Vanguard FTSE Social Index Fund Inv. Shares [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2022 |
- American Funds Washington Mutual Investors Fund Class A [MF]Mutual Funds | $50,001 - $100,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2022 |
- Wells Fargo Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | $1 - $200 | Interest | 2022 |
- MD College Investment Plan Portfolio 2015 [5P]529 Prepaid Tuition Plan | $15,001 - $50,000 | DC | Tax-Deferred | 2022 | |
- T. Rowe Price Government Money Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Invesco Growth and Income Fund Y [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
- T. Rowe Price Spectrum Income [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- U.S. Treasury Bonds [GS]Government Securities and Agency Debt | $1,001 - $15,000 | SP | $201 - $1,000 | Interest | 2022 |
- Wells Fargo Traditional IRA Retirement Savings Certificate [IH]IRA (Held in Cash) | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Berkshire Bank [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | 2022 | ||
- U.S. Treasury Bonds [GS]Government Securities and Agency Debt | $1,001 - $15,000 | $201 - $1,000 | Interest | 2022 | |
- TIAA Traditional IRA [IH]IRA (Held in Cash) | $100,001 - $250,000 | Tax-Deferred | 2021 | ||
- Vanguard FTSE Social Index Fund Inv. Shares [MF]Mutual Funds | $100,001 - $250,000 | JT | $1,001 - $2,500 | Dividends | 2021 |
- Vanguard Traditional IRA Tgt. Rtmt 2030 [IH]IRA (Held in Cash) | $100,001 - $250,000 | SP | Tax-Deferred | 2021 | |
- Capital One Money Market Account [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | SP | $201 - $1,000 | Interest | 2021 |
- Wells Fargo Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | $1 - $200 | Interest | 2021 |
- Morgan Stanley American Washington Mutual [MF]Mutual Funds | $50,001 - $100,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2021 |
- Nationwide Retirement Vankamp Growth & Inc. FdA [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
- MD College Investment Plan Portfolio 2015 [5P]529 Prepaid Tuition Plan | $15,001 - $50,000 | DC | Tax-Deferred | 2021 | |
- T. Rowe Price Government Money Fund [IH]IRA (Held in Cash) | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- T. Rowe Price Spectrum Income [IH]IRA (Held in Cash) | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Berkshire Bank [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | 2021 | ||
- Wells Fargo Traditional IRA Retirement Savings Certificate [IH]IRA (Held in Cash) | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Vanguard Traditional IRA Tgt. Rtmt 2030 [IH]IRA (Held in Cash) | $100,001 - $250,000 | SP | Tax-Deferred | 2020 | |
- Vanguard FTSE Social Index Fund Inv. Shares [MF]Mutual Funds | $100,001 - $250,000 | JT | $1,001 - $2,500 | Dividends | 2020 |
- Capital One Money Market Account [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | SP | $201 - $1,000 | Interest | 2020 |
- Morgan Stanley American Washington Mutual [MF]Mutual Funds | $50,001 - $100,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2020 |
- Wells Fargo Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | Interest | 2020 | |
- Nationwide Retirement Vankamp Growth & Inc. FdA [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2020 | |
- MD College Investment Plan Portfolio 2015 [5P]529 Prepaid Tuition Plan | $15,001 - $50,000 | DC | Tax-Deferred | 2020 | |
- Wells Fargo Traditional IRA Retirement Savings Certificate [IH]IRA (Held in Cash) | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Pappas Education Trust ⇒ Tributary Capital Mgmt. [EQ]Excepted/Qualified Blind Trust | None | 2020 | |||
- Pappas Education Trust ⇒ Thematic Portfolio [EQ]Excepted/Qualified Blind Trust | None | 2020 | |||
- Pappas Education Trust ⇒ Ithaka Group [EQ]Excepted/Qualified Blind Trust | None | 2020 | |||
- Pappas Education Trust ⇒ Pappas Education Trust [EQ]Excepted/Qualified Blind Trust | None | $2,245 - $2,245 | Education Reimbursement | 2020 | |
- Pappas Education Trust ⇒ Parametric Portfolio Associates [EQ]Excepted/Qualified Blind Trust | None | 2020 | |||
- Pappas Education Trust ⇒ PCA LCV Dividend Focus [EQ]Excepted/Qualified Blind Trust | None | 2020 | |||
- Pappas Education Trust ⇒ PNC [EQ]Excepted/Qualified Blind Trust | None | 2020 | |||
- Pappas Education Trust ⇒ Principal Global Investors [EQ]Excepted/Qualified Blind Trust | None | 2020 | |||
- Pappas Education Trust ⇒ Schafer Cullen Capital Mgmt. [EQ]Excepted/Qualified Blind Trust | None | 2020 | |||
- Vanguard Traditional IRA Tgt. Rtmt 2030 [IH]IRA (Held in Cash) | $100,001 - $250,000 | SP | Tax-Deferred | 2019 | |
- Morgan Stanley American Washington Mutual [MF]Mutual Funds | $100,001 - $250,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2019 |
- Capital One Money Market Account [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | SP | $1,001 - $2,500 | Interest | 2019 |
- Vanguard FTSE Social Index Fund Inv. Shares [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2019 |
- Nationwide Retirement Vankamp Growth & Inc. FdA [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
- Wells Fargo Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | Interest | 2019 | |
- MD College Investment Plan Portfolio 2015 [5P]529 Prepaid Tuition Plan | $15,001 - $50,000 | DC | Tax-Deferred | 2019 | |
- Wells Fargo Traditional IRA Retirement Savings Certificate [IH]IRA (Held in Cash) | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- Pappas Education Trust ⇒ Principal Global Investors [EQ]Excepted/Qualified Blind Trust | None | 2019 | |||
- Pappas Education Trust ⇒ Schafer Cullen Capital Mgmt. [EQ]Excepted/Qualified Blind Trust | None | 2019 | |||
- Pappas Education Trust ⇒ Tributary Capital Mgmt. [EQ]Excepted/Qualified Blind Trust | None | 2019 | |||
- Pappas Education Trust ⇒ PCA LCV Dividend Focus [EQ]Excepted/Qualified Blind Trust | None | 2019 | |||
- Capital One Bank Account [BA]Bank Accounts, Money Market Accounts and CDs | None | JT | $1 - $200 | Interest | 2019 |
- Pappas Education Trust ⇒ Parametric Portfolio Associates [EQ]Excepted/Qualified Blind Trust | None | 2019 | |||
- Pappas Education Trust ⇒ PCA Advantage Portfolio [EQ]Excepted/Qualified Blind Trust | None | 2019 | |||
- Morgan Stanley American Cap World Growth & Income [MF]Mutual Funds | None | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2019 |
- Pappas Education Trust ⇒ Ithaka Group [EQ]Excepted/Qualified Blind Trust | None | 2019 | |||
- Pappas Education Trust ⇒ Pappas Education Trust [EQ]Excepted/Qualified Blind Trust | None | $45,561 - $45,561 | Education Reimbursement | 2019 | |
- Pappas Education Trust ⇒ PNC [EQ]Excepted/Qualified Blind Trust | None | 2019 | |||
- Vanguard Traditional IRA Tgt. Rtmt 2030 [IH]IRA (Held in Cash) | $100,001 - $250,000 | SP | Tax-Deferred | 2018 | |
- Vanguard FTSE Social Index Fund Inv. Shares [MF]Mutual Funds | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2018 |
- Morgan Stanley American Washington Mutual [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2018 |
- Capital One Money Market Account [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | SP | $1,001 - $2,500 | Interest | 2018 |
- MD College Investment Plan Portfolio 2015 [5P]529 Prepaid Tuition Plan | $15,001 - $50,000 | DC | Tax-Deferred | 2018 | |
- Wells Fargo Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | Interest | 2018 | |
- Morgan Stanley American Cap World Growth & Income [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2018 |
- Wells Fargo Traditional IRA Retirement Savings Certificate [IH]IRA (Held in Cash) | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- Capital One Bank Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2018 |
- Nationwide Retirement Vankamp Growth & Inc. FdA [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- Pappas Education Trust ⇒ PNC [EQ]Excepted/Qualified Blind Trust | None | 2018 | |||
- Pappas Education Trust ⇒ Pappas Education Trust [EQ]Excepted/Qualified Blind Trust | None | $115,836 - $115,836 | Education Reimbursement | 2018 | |
- Pappas Education Trust ⇒ Parametric Portfolio Associates [EQ]Excepted/Qualified Blind Trust | None | 2018 | |||
- Pappas Education Trust ⇒ PCA Advantage Portfolio [EQ]Excepted/Qualified Blind Trust | None | 2018 | |||
- Pappas Education Trust ⇒ PCA LCV Dividend Focus [EQ]Excepted/Qualified Blind Trust | None | 2018 | |||
- Pappas Education Trust ⇒ Principal Global Investors [EQ]Excepted/Qualified Blind Trust | None | 2018 | |||
- Pappas Education Trust ⇒ Schafer Cullen Capital Mgmt. [EQ]Excepted/Qualified Blind Trust | None | 2018 | |||
- Pappas Education Trust ⇒ Tributary Capital Mgmt. [EQ]Excepted/Qualified Blind Trust | None | 2018 | |||
- Pappas Education Trust ⇒ Ithaka Group [EQ]Excepted/Qualified Blind Trust | None | 2018 | |||
- Vanguard Traditional IRA Tgt. Rtmt 2030 [IH]IRA (Held in Cash) | $100,001 - $250,000 | SP | Tax-Deferred | 2017 | |
- Capital One Money Market Account [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | SP | $201 - $1,000 | Interest | 2017 |
- Morgan Stanley American Washington Mutual [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2017 |
- Wells Fargo Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | Interest | 2017 | |
- MD College Investment Plan Portfolio 2015 [5P]529 Prepaid Tuition Plan | $15,001 - $50,000 | DC | Tax-Deferred | 2017 | |
- Vanguard FTSE Social Index Fund Inv. Shares [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2017 |
- Morgan Stanley American Cap World Growth & Income [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2017 |
- Capital One Bank Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2017 |
- Nationwide Retirement Vankamp Growth & Inc. FdA [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- Wells Fargo Traditional IRA Retirement Savings Certificate [IH]IRA (Held in Cash) | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- Pappas Education Trust ⇒ Ithaka Group [EQ]Excepted/Qualified Blind Trust | None | 2017 | |||
- Pappas Education Trust ⇒ Pappas Education Trust [EQ]Excepted/Qualified Blind Trust | None | $99,210 - $99,210 | Education Reimbursement | 2017 | |
- Pappas Education Trust ⇒ PCA Advantage Portfolio [EQ]Excepted/Qualified Blind Trust | None | 2017 | |||
- Pappas Education Trust ⇒ PNC [EQ]Excepted/Qualified Blind Trust | None | 2017 | |||
- Pappas Education Trust ⇒ PNC Capital Advisors [EQ]Excepted/Qualified Blind Trust | None | 2017 | |||
- Pappas Education Trust ⇒ Principal Global Investors [EQ]Excepted/Qualified Blind Trust | None | 2017 | |||
- Pappas Education Trust ⇒ Schafer Cullen Capital Mgmt. [EQ]Excepted/Qualified Blind Trust | None | 2017 | |||
- Pappas Education Trust ⇒ Tributary Capital Mgmt. [EQ]Excepted/Qualified Blind Trust | None | 2017 | |||
- Vanguard Traditional IRA Tgt. Rtmt 2030 | $50,001 - $100,000 | SP | Tax-Deferred | 2016 | |
- Morgan Stanley American Washington Mutual | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2016 |
- Morgan Stanley American Cap World Growth & Income | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2016 |
- Vanguard FTSE Social Index Fund Inv. Shares | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2016 |
- Capital One Money Market Account | $15,001 - $50,000 | SP | $1 - $200 | Interest | 2016 |
- MD College Investment Plan Portfolio 2015 | $15,001 - $50,000 | DC | Tax-Deferred | 2016 | |
- Wells Fargo Bank Accounts | $15,001 - $50,000 | JT | Interest | 2016 | |
- Nationwide Retirement Vankamp Growth & Inc. FdA | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
- Capital One Bank Account | $1,001 - $15,000 | JT | $201 - $1,000 | Interest | 2016 |
- Wells Fargo Traditional IRA Retirement Savings Certificate | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
- Pappas Education Trust ⇒ Principal Global Investors | None | 2016 | |||
- Pappas Education Trust ⇒ Schafer Cullen Capital Mgmt. | None | 2016 | |||
- Pappas Education Trust ⇒ Ithaka Group | None | 2016 | |||
- Pappas Education Trust ⇒ Pappas Education Trust | None | $48,944 - $48,944 | Education Reimbursement | 2016 | |
- Pappas Education Trust ⇒ PCA Advantage Portfolio | None | 2016 | |||
- Pappas Education Trust ⇒ PNC | None | 2016 | |||
- Pappas Education Trust ⇒ PNC Capital Advisors | None | 2016 | |||
- Morgan Stanley American Washington Mutual | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2015 |
- Vanguard Traditional IRA Tgt. Rtmt 2030 | $50,001 - $100,000 | SP | Tax-Deferred | 2015 | |
- Capital One Bank Account | $50,001 - $100,000 | JT | $201 - $1,000 | Interest | 2015 |
- Morgan Stanley American Cap World Growth & Income | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2015 |
- Wells Fargo Bank Accounts | $15,001 - $50,000 | JT | Interest | 2015 | |
- MD College Investment Plan Portfolio 2015 | $15,001 - $50,000 | DC | Tax-Deferred | 2015 | |
- Vanguard FTSE Social Index Fund Inv. Shares | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2015 |
- Wells Fargo Traditional IRA Retirement Savings Certificate | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
- Nationwide Retirement Vankamp Growth & Inc. FdA | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
- Pappas Education Trust ⇒ Ithaka Group | None | 2015 | |||
- Pappas Education Trust ⇒ Pappas Education Trust | None | $26,636 - $26,636 | Education Reimbursement | 2015 | |
- Pappas Education Trust ⇒ PCA Advantage Portfolio | None | 2015 | |||
- Pappas Education Trust ⇒ PNC | None | 2015 | |||
- Pappas Education Trust ⇒ PNC Capital Advisors | None | 2015 | |||
- Pappas Education Trust ⇒ Principal Global Investors | None | 2015 | |||
- Pappas Education Trust ⇒ Schafer Cullen Capital Mgmt. | None | 2015 |
Subscribe for Real-time updates, search & complete access