—
Net Worth Est.
$818.53KTrade volume
$0Total trades
-----Last Traded
----Mutual Funds
$395.52K
Debts Owed to the Filer
$375K
Bank Accounts, Money Market Accounts and CDs
$32K
Exchange Traded Funds (ETF)
$8K
Real Property
$8K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![Mortgage Issued- 387 Atwells Ave [DO]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Mortgage Issued- 387 Atwells Ave [DO]Debts Owed to the Filer | $250,001 - $500,000 | $5,001 - $15,000 | Interest | 2022 | |
EFAV Fidelity Investments ⇒ iShares TR MSCI Eafe Min VL (EFAV) [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2022 | |
FSMNX Fidelity Investments ⇒ Fidelity SAI Municipal Income Fd (FSMNX) [MF]Mutual Funds | $15,001 - $50,000 | $1 - $200 | Dividends | 2022 | |
VDIGX Fidelity Investments ⇒ Vanguard Dividend Growth Investor CL (VDIGX) [MF] DividendsMutual Funds | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, | 2022 | |
ABNFX American Funds The Bond Fund of America (ABNFX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
GFFFX American Funds The Growth Fund of America (GFFFX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
WMFFX American Funds Washington Mutual Investors Fund (WMFFX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
BAFSX Brown Advisory Small-Cap Growth Fund Institutional Shares (BAFSX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
- Citizens Bank [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2022 | |
DODGX Dodge & Cox Funds - Dodge & Cox Stock Fund (DODGX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
AUENX Fidelity Investments ⇒ AQR Large Cap Defensive Style CL N (AUENX) [MF] DividendsMutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, | 2022 | |
CIPMX Fidelity Investments ⇒ Champlain Mid Cap Advisor Share (CIPMX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
FSKLX Fidelity Investments ⇒ Fid Sai Intnl Low Volatility Index FD (FSKLX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
FUTBX Fidelity Investments ⇒ Fid Sai US Treasury Bond Index Fund (FUTBX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
FBCVX Fidelity Investments ⇒ Fidelity Blue Chip Value (FBCVX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
- Fidelity Investments ⇒ Fidelity Government Cash Reserves [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2022 | |
FDLO Fidelity Investments ⇒ Fidelity Low Volatility Factor (FDLO) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
FSAJX Fidelity Investments ⇒ Fidelity SAI Tax Free Bond Fund (FSAJX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
SPLV Fidelity Investments ⇒ Invesco Exch Traded FD TR II S&P500 Low (SPLV) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
EEMV Fidelity Investments ⇒ iShares Inc MSCI Emerg Mrkt (EEMV) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
IJS Fidelity Investments ⇒ iShares S&P SmallCap 600 Value Index Fund (IJS) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
IEF Fidelity Investments ⇒ iShares TR 7-10 Yr Trsy BD (IEF) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
LGRRX Fidelity Investments ⇒ Loomis Sayles Growth CL A (LGRRX) [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2022 | |
EMGNX Allspring Emerging Markets Equity Fund - Class Inst (EMGNX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
AEPFX American Funds EuroPacific Growth Fund Class F-2 (AEPFX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
NFFFX American Funds New World Fund (NFFFX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
JVMIX John Hancock Funds Disciplined Value Mid Cap Fund (JVMIX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
MEDIX MFS Emerging Markets Debt Fund (MEDIX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
OTCIX MFS Mid Cap Growth Fund (OTCIX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
PTTRX PIMCO Total Return Fund Institutional Class (PTTRX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
PHYZX Prudential Investment Portfolios, Inc. 15 - PGIM High Yield Fund (PHYZX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
- Washington Trust [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2022 | |
FVDFX Fidelity Investments ⇒ Fidelity Value Discovery (FVDFX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
- 1297 Caraboa Ln. [RP]Real Property | $1,001 - $15,000 | 2022 | |||
QUAL Fidelity Investments ⇒ iShares TR MSCI USA QLT FCT (QUAL) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
MISGX Fidelity Investments ⇒ Meridian Small Cap Growth FD Investor (MISGX) [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains | 2022 | |
PRRIX Fidelity Investments ⇒ Pimco Real Return Bond Instl Class (PRRIX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
PQTIX Fidelity Investments ⇒ Pimco Trends Managed Futures Strgy Instl (PQTIX) [MF] DividendsMutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, | 2022 | |
PBLAX Fidelity Investments ⇒ Principal Blue Chip Fund CL A (PBLAX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
REEAX Fidelity Investments ⇒ RBC Emerging Markets Equity FD Class A (REEAX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
SPYG Fidelity Investments ⇒ SPDR Portfolio S&P 500 Growth ETF (SPYG) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
FGNSX Fidelity Investments ⇒ Strategic Adv Tax Sensitive Short Dura (FGNSX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
PRCOX Fidelity Investments ⇒ T Rowe Price US Equity Research FD (PRCOX) [MF] DividendsMutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, | 2022 | |
BIV Fidelity Investments ⇒ Vanguard BD Index FDS Intermed Term (BIV) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
- HarborOne Bank [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2022 | |
JSCOX Janus Henderson Small Cap Value Fund (JSCOX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
JENIX Jensen Quality Growth Fund Class I (JENIX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
FDGRX Fidelity Investments ⇒ Fidelity Growth Company (FDGRX) [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2022 | |
FTIXX Goldman Sachs FS Treasury Instruments Fund (FTIXX) [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Dividends | 2022 | |
JHQAX Fidelity Investments ⇒ JPMorgan Hedged Equity Class A (JHQAX) [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Dividends | 2022 | |
PCRIX PIMCO CommodityRealReturn Strategy Fund Institutional Class (PCRIX) [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Dividends | 2022 | |
FBLAX Franklin Managed Income Fund Class A (FBLAX) [MF]Mutual Funds | None | $1,001 - $2,500 | Dividends | 2022 | |
USMV Fidelity Investments ⇒ iShares TR MSCI USA Min Vol (USMV) [MF]Mutual Funds | None | $201 - $1,000 | Capital Gains, Dividends | 2022 | |
FIPDX Fidelity Investments ⇒ Fidelity Inflat-Prot BD Index Fund (FIPDX) [MF]Mutual Funds | None | $201 - $1,000 | Dividends | 2022 | |
FUAMX Fidelity Investments ⇒ Fid Inter Treasury Bond Index Fund (FUAMX) [MF]Mutual Funds | None | $1 - $200 | Dividends | 2022 | |
- Mortgage Issued- 387 Atwells Ave [DO]Debts Owed to the Filer | $250,001 - $500,000 | $5,001 - $15,000 | Interest | 2021 | |
- HarborOne Bank [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | $1 - $200 | Interest | 2021 | |
FBLAX Franklin Managed Income Fund Class A (FBLAX) [MF]Mutual Funds | $100,001 - $250,000 | $1,001 - $2,500 | Dividends | 2021 | |
- Washington Trust [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $1 - $200 | Interest | 2021 | |
ABNFX American Funds The Bond Fund of America (ABNFX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2021 | |
GFFFX American Funds The Growth Fund of America (GFFFX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2021 | |
WMFFX American Funds Washington Mutual Investors Fund (WMFFX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2021 | |
BAFSX Brown Advisory Small-Cap Growth Fund Institutional Shares (BAFSX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2021 | |
- Citizens Bank [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2021 | |
DODGX Dodge & Cox Funds - Dodge & Cox Stock Fund (DODGX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2021 | |
JSCOX Janus Henderson Small Cap Value Fund (JSCOX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2021 | |
JENIX Jensen Quality Growth Fund Class I (JENIX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2021 | |
JVMIX John Hancock Funds Disciplined Value Mid Cap Fund (JVMIX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2021 | |
MEDIX MFS Emerging Markets Debt Fund (MEDIX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2021 | |
OTCIX MFS Mid Cap Growth Fund (OTCIX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2021 | |
- 1297 Caraboa Ln. [RP]Real Property | $1,001 - $15,000 | 2021 | |||
EMGNX Allspring Emerging Markets Equity Fund - Class Inst (EMGNX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2021 | |
AEPFX American Funds EuroPacific Growth Fund Class F-2 (AEPFX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2021 | |
NFFFX American Funds New World Fund (NFFFX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2021 | |
PTTRX PIMCO Total Return Fund Institutional Class (PTTRX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2021 | |
PHYZX Prudential Investment Portfolios, Inc. 15 - PGIM High Yield Fund (PHYZX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2021 | |
FTIXX Goldman Sachs FS Treasury Instruments Fund (FTIXX) [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Dividends | 2021 | |
PCRIX PIMCO CommodityRealReturn Strategy Fund Institutional Class (PCRIX) [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Dividends | 2021 | |
- Mortgage Issued- 387 Atwells Ave [DO]Debts Owed to the Filer | $250,001 - $500,000 | $5,001 - $15,000 | Interest | 2020 | |
- Citizens Bank [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | $1 - $200 | Interest | 2020 | |
- HarborOne Bank [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | $1 - $200 | Interest | 2020 | |
- 1297 Caraboa Ln. [RP]Real Property | $1,001 - $15,000 | 2020 | |||
- 46 South Ridge Rd [RP]Real Property | None | $100,001 - $1,000,000 | Capital Gains | 2020 | |
- 46 South Ridge Rd [RP]Real Property | $500,001 - $1,000,000 | 2019 | |||
- Mortgage Issued- 387 Atwells Ave [DO]Debts Owed to the Filer | $250,001 - $500,000 | $5,001 - $15,000 | Interest | 2019 | |
- Citizens Bank [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2019 | |
- 1297 Caraboa Ln. [RP]Real Property | $1,001 - $15,000 | 2019 | |||
- HarborOne Bank [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | 2019 | |||
- 46 South Ridge Rd [RP]Real Property | $500,001 - $1,000,000 | 2018 | |||
- 387 Atwells Ave [RP]Real Property | $250,001 - $500,000 | $15,001 - $50,000 | Rent | 2018 | |
- Mortgage Issued- 387 Atwells Ave [DO]Debts Owed to the Filer | $250,001 - $500,000 | $1,001 - $2,500 | Interest | 2018 | |
- Citizens Bank [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2018 | |
- 1297 Caraboa Ln. [RP]Real Property | $1,001 - $15,000 | 2018 | |||
- Coastway Community Bank [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | 2018 | |||
- 46 South Ridge Rd, Chilmark, MA [RP]Real Property | $500,001 - $1,000,000 | 2017 | |||
- 387 Atwells Ave, Providence, RI [RP]Real Property | $250,001 - $500,000 | $15,001 - $50,000 | Rent | 2017 | |
- Citizens Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2017 | |
- 1297 Caraboa Ln, Port Charlotte, FL [RP]Real Property | $1,001 - $15,000 | 2017 | |||
- Coastway Community Bank [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | 2017 | |||
- 46 South Ridge Rd, Chilmark, | $500,001 - $1,000,000 | MA | 2016 | ||
- 387 Atwells Ave, Providence, | $250,001 - $500,000 | RI | $15,001 - $50,000 | Rent | 2016 |
- Citizens Bank Accounts | $15,001 - $50,000 | $1 - $200 | Interest | 2016 | |
- Coastway Community Bank | $1,001 - $15,000 | 2016 | |||
- 1297 Caraboa Ln, Port Charlotte, | $1,001 - $15,000 | FL | 2016 | ||
- 46 South Ridge Rd, Chilmark, | $500,001 - $1,000,000 | MA | 2015 | ||
- 387 Atwells Ave, Providence, | $250,001 - $500,000 | RI | $5,001 - $15,000 | Rent | 2015 |
- Citizens Bank Accounts | $15,001 - $50,000 | $1 - $200 | Interest | 2015 | |
- 1297 Caraboa Ln, Port Charlotte, | $1,001 - $15,000 | FL | 2015 | ||
- 46 South Ridge Rd, Chilmark, | $500,001 - $1,000,000 | MA | 2014 | ||
- 387 Atwells Ave, Providence, | $250,001 - $500,000 | RI | $1,001 - $2,500 | Rent | 2014 |
- 1297 Caraboa Ln, Port Charlotte, | $1,001 - $15,000 | FL | 2014 | ||
- Citizens Bank Accounts | $1,001 - $15,000 | $1 - $200 | Interest | 2014 | |
- 46 South Ridge Rd, Chilmark, | $500,001 - $1,000,000 | MA | 2013 | ||
- 387 Atwells Ave, Providence, | $250,001 - $500,000 | RI | $1,001 - $2,500 | Rent | 2013 |
- 1297 Caraboa Ln, Port Charlotte, | $1,001 - $15,000 | FL | 2013 | ||
- Citizens Bank Accounts | $1,001 - $15,000 | $1 - $200 | Interest | 2013 |
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