—
Net Worth Est.
$629.01KTrade volume
$0Total trades
-----Last Traded
----Bank Accounts, Money Market Accounts and CDs
$223.5K
Mutual Funds
$178.5K
Exchange Traded Funds (ETF)
$162K
Ownership Interest
$65K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![Bank Accounts ⇒ Chase Bank Accounts [BA]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Bank Accounts ⇒ Chase Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | 2021 | ||
- DC2 New York 529 College Savings Plan ⇒ Moderate Age-Based Option Growth Portfolio [MF]Mutual Funds | $15,001 - $50,000 | DC | Tax-Deferred | 2021 | |
- DC1 New York 529 College Savings Plan ⇒ Moderate Age-Based Option Growth Portfolio [MF]Mutual Funds | $15,001 - $50,000 | DC | Tax-Deferred | 2021 | |
- Fidelity IRA ⇒ iShares TR Core S&P 500 ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Fidelity IRA ⇒ iShares TR Core S&P Mid-Cap 400 ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Fidelity IRA ⇒ iShares TR Core S&P Small Cap ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
JHBIX Fidelity IRA ⇒ John Hancock Bond Fund Cl I (JHBIX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
MDIJX Fidelity IRA ⇒ MFS International Diversification Cl I (MDIJX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
TBCIX Fidelity IRA ⇒ T Rowe Price Blue Chip Gr (TBCIX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
VTV Fidelity IRA ⇒ Vanguard Value ETF (VTV) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Bank Accounts ⇒ Capital One Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | 2021 | ||
- Gold Glass Produtions Inc [OL]Ownership Interest | $15,001 - $50,000 | SP | 2021 | ||
- Truth Aid Media [OL]Ownership Interest | $15,001 - $50,000 | SP | 2021 | ||
- Fidelity IRA - SP ⇒ Fidelity IRA - cash [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Fidelity IRA - SP ⇒ iShares TR Russell Mid-Cap ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- DC2 New York 529 College Savings Plan 2 ⇒ Aggressive Age-Based Option Aggressive Portfolio [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2021 | |
- Fidelity IRA - SP ⇒ Northwestern Mutual - Cash [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Fidelity IRA - SP ⇒ Vanguard Intermediate Term Bond ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- DC1 New York 529 College Savings Plan 2 ⇒ Aggressive Age-Based Option Aggressive Portfolio [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2021 | |
- Fidelity IRA - SP ⇒ iShares TR MSCI USA Minimum Volatility ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Fidelity IRA - SP ⇒ iShares TR MSCI EAFE Minimum Volatility ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- OTB Productions LLC [IP]Intellectual Property & Royalties | Undetermined | SP | $15,001 - $50,000 | Royalties | 2021 |
- Bank Accounts ⇒ Capital One Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $201 - $1,000 | Interest | 2020 |
- Northwestern Mutual IRA ⇒ iShares TR Core S&P 500 ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- DC1 New York 529 College Savings Plan ⇒ Moderate Age-Based Option Growth Portfolio [MF]Mutual Funds | $15,001 - $50,000 | DC | Tax-Deferred | 2020 | |
- JP Morgan Chase IRA ⇒ SPDR S&P 500 ETF Trust [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- DC2 New York 529 College Savings Plan ⇒ Moderate Age-Based Option Growth Portfolio [MF]Mutual Funds | $15,001 - $50,000 | DC | Tax-Deferred | 2020 | |
- Northwestern Mutual IRA - SP ⇒ Vanguard Intermediate Term Bond ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Bank Accounts ⇒ Chase Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | 2020 | ||
- DC1 New York 529 College Savings Plan 2 ⇒ Aggressive Age-Based Option Aggressive Portfolio [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2020 | |
- DC2 New York 529 College Savings Plan 2 ⇒ Aggressive Age-Based Option Aggressive Portfolio [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2020 | |
- Gold Glass Produtions Inc [OL]Ownership Interest | $1,001 - $15,000 | SP | 2020 | ||
- JP Morgan Chase IRA ⇒ iShares Core S&P Mid Cap ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- JP Morgan Chase IRA ⇒ iShares Core S&P Small ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- JP Morgan Chase IRA ⇒ iShares Core Total USD Bond Market ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- JP Morgan Chase IRA ⇒ iShares Edge MSCI Min Vol Emerging Markets ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- JP Morgan Chase IRA ⇒ iShares Edge MSCI Min Vol USA ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- JP Morgan Chase IRA ⇒ iShares Edge MSCI Min Vol USA Small-Cap ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- JP Morgan Chase IRA ⇒ Vanguard FTSE Developed Markets ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- JP Morgan Chase IRA ⇒ Vanguard FTSE Emerging Markets ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- JP Morgan Chase IRA ⇒ Vanguard Intermediate Term Bond ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Northwestern Mutual IRA ⇒ Brown Capital Management Sm Company Fund Inst Cl. [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Northwestern Mutual IRA ⇒ Fidelity Advisor Total Bond Fund Cl I [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Northwestern Mutual IRA ⇒ Goldman Sachs International Sm Cap Insights Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Northwestern Mutual IRA ⇒ iShares Gold TR [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Northwestern Mutual IRA - SP ⇒ iShares TR Russell Mid-Cap ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Northwestern Mutual IRA - SP ⇒ Northwestern Mutual - Cash [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Northwestern Mutual IRA ⇒ iShares TR Core S&P Mid-Cap ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Northwestern Mutual IRA ⇒ iShares TR Core S&P Small Cap ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Northwestern Mutual IRA ⇒ iShares TR MSCI USA Value Factor ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Northwestern Mutual IRA ⇒ New World Fund Cl F-2 [ [MF] | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Northwestern Mutual IRA ⇒ Northwestern Mutual IRA - cash [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Northwestern Mutual IRA ⇒ Parnassus Mid Cap Fund Inst Cl [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Northwestern Mutual IRA ⇒ Pimco Commodities Plus Strategy Fund Cl I-2 [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Northwestern Mutual IRA ⇒ Pimco Income Fund Cl I-2 [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Northwestern Mutual IRA ⇒ Schwab Strategic TR Intl Equity ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Northwestern Mutual IRA ⇒ The Oakmark Select Fund Advisor Cl [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Northwestern Mutual IRA ⇒ FMI International Fund Instl Cl [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Northwestern Mutual IRA ⇒ Vanguard Intl Equity Index Funds FTSE Emerging Mkts ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Northwestern Mutual IRA ⇒ Vanguard Malvern Fds Short-Term Inflation Protected Secs Index Fund ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Northwestern Mutual IRA ⇒ Vanguard Total Bond Market ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Northwestern Mutual IRA - SP ⇒ iShares TR MSCI EAFE Minimum Volatility ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Northwestern Mutual IRA - SP ⇒ iShares TR MSCI USA Minimum Volatility ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Northwestern Mutual IRA ⇒ Cohen & Steers Real Estate Securities Fund Cl I [ [MF] | $1 - $1,000 | Tax-Deferred | 2020 | ||
- Northwestern Mutual IRA ⇒ DWS Enhanced Commodity Strategy Fund Instl Cl [MF]Mutual Funds | None | Tax-Deferred | 2020 | ||
- OTB Productions LLC [IP]Intellectual Property & Royalties | Undetermined | SP | $15,001 - $50,000 | Royalties | 2020 |
- Bank Accounts ⇒ Chase Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | 2019 | ||
- JP Morgan Chase IRA ⇒ JP Morgan Chase IRA - cash [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- DC1 New York 529 College Savings Plan ⇒ Moderate Age-Based Option Growth Portfolio [MF]Mutual Funds | $15,001 - $50,000 | DC | Tax-Deferred | 2019 | |
- DC2 New York 529 College Savings Plan ⇒ Moderate Age-Based Option Growth Portfolio [MF]Mutual Funds | $15,001 - $50,000 | DC | Tax-Deferred | 2019 | |
- Northwestern Mutual IRA ⇒ iShares TR Core S&P 500 ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- JP Morgan Chase IRA ⇒ iShares Core S&P Mid Cap ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- JP Morgan Chase IRA ⇒ iShares Core S&P Small ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- JP Morgan Chase IRA ⇒ iShares Core Total USD Bond Market ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- JP Morgan Chase IRA ⇒ iShares Edge MSCI Min Vol Emerging Markets ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- JP Morgan Chase IRA ⇒ iShares Edge MSCI Min Vol USA ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- JP Morgan Chase IRA ⇒ iShares Edge MSCI Min Vol USA Small-Cap ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- JP Morgan Chase IRA ⇒ Vanguard FTSE Developed Markets ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- JP Morgan Chase IRA ⇒ Vanguard FTSE Emerging Markets ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Northwestern Mutual IRA ⇒ Northwestern Mutual IRA - cash [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- JP Morgan Chase IRA ⇒ SPDR S&P 500 ETF Trust [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Northwestern Mutual IRA ⇒ iShares TR Core S&P Small Cap ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Bank Accounts ⇒ Capital One Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $201 - $1,000 | Interest | 2019 |
- Gold Glass Produtions Inc [OL]Ownership Interest | $1,001 - $15,000 | SP | 2019 | ||
- Northwestern Mutual IRA ⇒ Vanguard Intermediate Term Bond ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- Northwestern Mutual IRA ⇒ Vanguard Intl Equity Index Funds FTSE Emerging Mkts ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Northwestern Mutual IRA ⇒ Vanguard Malvern Fds Short-Term Inflation Protected Secs Index Fund ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Northwestern Mutual IRA ⇒ Vanguard Total Bond Market ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Northwestern Mutual IRA ⇒ DWS Enhanced Commodity Strategy Fund Instl Cl [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Northwestern Mutual IRA ⇒ Fidelity Advisor Total Bond Fund Cl I [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Northwestern Mutual IRA ⇒ FMI International Fund Instl Cl [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Northwestern Mutual IRA ⇒ Goldman Sachs International Sm Cap Insights Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Northwestern Mutual IRA ⇒ iShares TR Core S&P Mid-Cap ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Northwestern Mutual IRA ⇒ iShares TR MSCI EAFE Minimum Volatility ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- Northwestern Mutual IRA ⇒ iShares TR MSCI USA Minimum Volatility ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- Northwestern Mutual IRA ⇒ iShares TR Russell Mid-Cap ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- Northwestern Mutual IRA ⇒ New World Fund Cl F-2 [ [MF] | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Northwestern Mutual IRA ⇒ Northwestern Mutual - Cash [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- Northwestern Mutual IRA ⇒ Parnassus Mid Cap Fund Inst Cl [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Northwestern Mutual IRA ⇒ Pimco Commodities Plus Strategy Fund Cl I-2 [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Northwestern Mutual IRA ⇒ Pimco Income Fund Cl I-2 [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Northwestern Mutual IRA ⇒ Schwab Strategic TR Intl Equity ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Northwestern Mutual IRA ⇒ The Oakmark Select Fund Inv Cl [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Northwestern Mutual IRA ⇒ Cohen & Steers Real Estate Securities Fund Cl I [ [MF] | $1 - $1,000 | Tax-Deferred | 2019 | ||
- Northwestern Mutual IRA ⇒ Brown Capital Management Sm Company Fund Inst Cl. [MF]Mutual Funds | $1 - $1,000 | Tax-Deferred | 2019 | ||
- OTB Productions LLC [IP]Intellectual Property & Royalties | Undetermined | SP | $15,001 - $50,000 | Royalties | 2019 |
- Voya 401k ⇒ Voya Div. Multi. Asset Moderate [MF]Mutual Funds | None | Tax-Deferred | 2019 |
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