—
Net Worth Est.
$169.51KTrade volume
$0Total trades
-----Last Traded
----Whole/Universal Insurance
$65K
529 Portfolio
$64K
Bank Accounts, Money Market Accounts and CDs
$32.5K
Stocks
$8K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![State Farm Life Insurance [WU]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - State Farm Life Insurance [WU]Whole/Universal Insurance | $15,001 - $50,000 | 2023 | |||
- NW Mutual Life Insurance Policies [WU]Whole/Universal Insurance | $15,001 - $50,000 | 2023 | |||
- Rhinebeck Bank Checking & Savings Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2023 | |
- AFM New York 529 ⇒ Interest Accumulation Portfolio [5F]529 Portfolio | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- AFM New York 529 ⇒ Commencement Portfolio [5F]529 Portfolio | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- TAM New York 529 ⇒ Target Enrollment 2036 [5F]529 Portfolio | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
TFC Truist Financial Corporation (TFC) [ST]Stocks | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2023 |
- JHM New York 529 ⇒ Income Portfolio [5F]529 Portfolio | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- JHM New York 529 ⇒ Target Enrollment 2027 [5F]529 Portfolio | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- AFM New York 529 ⇒ Income Portfolio [5F]529 Portfolio | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- JHM New York 529 ⇒ Target Enrollment 2030 [5F]529 Portfolio | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- EAM New York 529 ⇒ Target Enrollment 2035 [5F]529 Portfolio | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- NY State and Local Retirement System [DB]Defined Benefit Pension | Undetermined | Tax-Deferred | 2023 | ||
- AFM New York 529 ⇒ Conservative Age-Based Option: Conservative Income Portfolio [OT]Other | None | Tax-Deferred | 2023 | ||
- AFM New York 529 ⇒ Moderate Age Based Option: Income Portfolio [OT]Other | None | Tax-Deferred | 2023 | ||
- EAM New York 529 ⇒ Moderate Age Based Option: Growth Portfolio [OT]Other | None | Tax-Deferred | 2023 | ||
- JHM New York 529 ⇒ Aggressive Age-Based Option: Moderate Growth Portfolio [OT]Other | None | Tax-Deferred | 2023 | ||
- JHM New York 529 ⇒ Conservative Age-Based Option: Income Portfolio [OT]Other | None | Tax-Deferred | 2023 | ||
- JHM New York 529 ⇒ Moderate Age Based Option: Conservative Growth Portfolio [OT]Other | None | Tax-Deferred | 2023 | ||
- New York State Deferred Compensation Plan ⇒ Russell 2500 Index [OT]Other | None | Tax-Deferred | 2023 | ||
- New York State Deferred Compensation Plan ⇒ T Rowe Price 2045 Trust [OT]Other | None | Tax-Deferred | 2023 | ||
- TAM New York 529 ⇒ Moderate Age Based Option: Aggressive Growth Portfolio [OT]Other | None | Tax-Deferred | 2023 | ||
- AFM New York 529 ⇒ Aggressive Age-Based Option: Conservative Growth Portfolio [OT]Other | None | Tax-Deferred | 2023 |
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