—
Net Worth Est.
$433.01KTrade volume
$0Total trades
-----Last Traded
----Real Property
$175K
Other
$97K
529 Portfolio
$64K
Mutual Funds
$56.5K
Bank Accounts, Money Market Accounts and CDs
$32.5K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![Rental Property [RP]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Rental Property [RP]Real Property | $100,001 - $250,000 | $15,001 - $50,000 | Rent | 2023 | |
DOXGX State of Michigan 401(k) ⇒ Dodge & Cox Stock Fund - Class X (DOXGX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
k State of Michigan 401(k) ⇒ State Street S&P 500 Index Non-Lending Series Fund Class A [OT]Other | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
k State of Michigan 401(k) ⇒ American Funds Europacific Growth Fund R6 [OT]Other | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- True Community Credit Union accounts [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2023 | |
- DC1 VCSP/College America 529 College Savings Plan ⇒ AF Moderate Growth and Income 529C [5F]529 Portfolio | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- DC1 VCSP/College America 529 College Savings Plan ⇒ AMCAP Fund 529A [5F]529 Portfolio | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- DC1 VCSP/College America 529 College Savings Plan ⇒ AMCAP Fund 529C [5F]529 Portfolio | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- DC2 VCSP/College America 529 College Savings Plan ⇒ AMCAP Fund 529A [5F]529 Portfolio | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- DC2 VCSP/College America 529 College Savings Plan ⇒ AMCAP Fund 529C [5F]529 Portfolio | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- DC2 VCSP/College America 529 College Savings Plan ⇒ Capital World Growth and Income 529A [5F]529 Portfolio | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- DC2 VCSP/College America 529 College Savings Plan ⇒ Capital World Growth and Income 529C [5F]529 Portfolio | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Schwab IRA [IH]IRA (Held in Cash) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
k State of Michigan 401(k) ⇒ BlackRock S&P SmallCap 600 Equity Index Fund F [OT]Other | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
k State of Michigan 401(k) ⇒ State Street S&P MidCap Index Non-Lending Series Fund Class A [OT]Other | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
k State of Michigan 401(k) ⇒ State Street U.S. Bond Index Non-Lending Series Fund Class A [OT]Other | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
3 AXA Equivest TSA 501(c)(3) ⇒ EQ Large Cap Growth Index [OT]Other | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
AGTHX CB&T Cust Roth IRA ⇒ The Growth Fund of America Class A Shares (AGTHX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
GFACX CB&T Cust Roth IRA ⇒ The Growth Fund of America Class C Shares (GFACX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
GFACX CB&T Cust Roth IRA ⇒ The Growth Fund of America Class C Shares (GFACX) [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains | 2023 | |
- DC1 VCSP/College America 529 College Savings Plan ⇒ AF Moderate Growth and Income 529A [5F]529 Portfolio | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Rental Property [RP]Real Property | $100,001 - $250,000 | $15,001 - $50,000 | Rent | 2022 | |
- Parkside Credit Union accounts [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2022 | |
- DC1 College America 529 Savings Plan [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- DC2 College America 529 Savings Plan [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Roth IRA [IH]IRA (Held in Cash) | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Schwab IRA [IH]IRA (Held in Cash) | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
3 AXA Equivest Individual TSA 501(c)(3) [OT]Other | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Rental Property [RP]Real Property | $100,001 - $250,000 | $15,001 - $50,000 | Rent | 2021 | |
3 AXA Equivest Individual TSA 501(c)(3) [OT]Other | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- DC1 College America 529 Savings Plan [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- DC2 College America 529 Savings Plan [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Roth IRA [IH]IRA (Held in Cash) | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Schwab IRA [IH]IRA (Held in Cash) | $1 - $1,000 | Tax-Deferred | 2021 | ||
- Rental Property [RP]Real Property | $100,001 - $250,000 | $15,001 - $50,000 | Rent | 2020 | |
- DC1 College America 529 Savings Plan [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Roth IRA [IH]IRA (Held in Cash) | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- DC2 College America 529 Savings Plan [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
3 AXA Equivest Individual TSA 501(c)(3) [OT]Other | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Schwab IRA [IH]IRA (Held in Cash) | $1 - $1,000 | Tax-Deferred | 2020 | ||
- Rental Property [RP]Real Property | $100,001 - $250,000 | $15,001 - $50,000 | Rent | 2019 | |
- Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2019 | |
3 AXA Equivest Individual TSA 501(c)(3) [OT]Other | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2019 | |
- DC1 College America 529 Savings Plan [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- DC2 College America 529 Savings Plan [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Roth IRA [OT]Other | $1,001 - $15,000 | Tax-Deferred | 2019 |
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