—
Net Worth Est.
$520.51KTrade volume
$0Total trades
-----Last Traded
----Mutual Funds
$391.01K
Bank Accounts, Money Market Accounts and CDs
$113.5K
529 Portfolio
$8K
Whole/Universal Insurance
$8K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
AMCPX AMCAP Fund, Class A Shares A (AMCPX) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
ANCFX Fundamental Investors, Class A Shares (ANCFX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
AWSHX Washington Mutual Invs Fd Cl A Shs (AWSHX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
![Northwestern Mutual Money Funds and Bank Deposits [BA]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Northwestern Mutual Money Funds and Bank Deposits [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $5,001 - $15,000 | Dividends | 2023 | |
PEYAX Putnam Large Cap Value Fund Class A (PEYAX) [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2023 |
SMCWX American Funds SMALLCAP World A (SMCWX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
AMCPX AMCAP Fund, Class A Shares A (AMCPX) [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2023 |
AGTHX The Growth Fund of America Class A Shares (AGTHX) [MF]Mutual Funds | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains | 2023 | |
- CIBC Checking [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2023 |
- Devon Bank Checking #1 [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2023 | |
FBDIX Franklin Strategic Biotechnology Discovery Fund Class A (FBDIX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Dividends | 2023 | |
AHITX American Funds High-Income Trust A (AHITX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
AIBAX American Funds Int Bond Fd of America A (AIBAX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
AEPGX American Funds EuroPacific Growth A (AEPGX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Bright Directions- Advisor Guided 529 College Savings [5F]529 Portfolio | $1,001 - $15,000 | JT | Tax-Deferred | 2023 | |
- CIBC Checking [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | $1 - $200 | Interest | 2023 |
- Devon Bank Checking #2 [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2023 | |
HFMCX Hartford MidCap Fund Class A (HFMCX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
ABNDX The Bond Fund of America, Class A Shares (ABNDX) [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2023 |
ABNDX The Bond Fund of America, Class A Shares (ABNDX) [MF]Mutual Funds | $1,001 - $15,000 | SP | $1,001 - $2,500 | Capital Gains | 2023 |
AGTHX The Growth Fund of America Class A Shares (AGTHX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
HWDAX The Hartford World Bond Fd Cl A (HWDAX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- United of Omaha [WU]Whole/Universal Insurance | $1,001 - $15,000 | SP | 2023 | ||
- State of Illinois [PE]Pensions | Undetermined | 2023 | |||
- AmCap Fund Inc Class A [MF]Mutual Funds | $50,001 - $100,000 | SP | $1 - $200 | Dividends | 2022 |
- American High Income Trust Class A [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Bond Fund of America [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
- Fundamental Investors [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- AmCap Fund Inc Class A [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- CIBC Checking [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2022 |
- Devon Bank Checking #1 [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2022 | |
- Devon Bank Checking #2 [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2022 | |
- Frankliin Strategic SE [MF]Mutual Funds | $15,001 - $50,000 | SP | Dividends | 2022 | |
- Growth Fund of America [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Putnam Equity Inc [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2022 |
- Washington Mutual Investor Class A [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- United of Omaha [WU]Whole/Universal Insurance | $1,001 - $15,000 | SP | 2022 | ||
- Bright Directions - Advisor Guided 529 College Savings [MF]Mutual Funds | $1,001 - $15,000 | JT | Tax-Deferred | 2022 | |
- Hartford Mutual MidCap Fund Class A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Hartford Mutual World Bank Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- CIBC Checking [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | $1 - $200 | Interest | 2022 |
- Intermediate Bond Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Northwestern Mutual Money Market (Deposit Held by Dreyfus, Inc) [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2022 | |
- Growth Fund of America [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Eurpac Growth Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Small Cap World Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- State of Illinois [PE]Pensions | Undetermined | Tax-Deferred | 2022 | ||
- AmCap Fund Inc Class A [MF]Mutual Funds | $50,001 - $100,000 | SP | $1 - $200 | Dividends | 2021 |
- CIBC Checking [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | $1 - $200 | Interest | 2021 |
- Devon Bank Checking #1 [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $1 - $200 | Interest | 2021 | |
- Bright Directions - Advisor Guided 529 College Savings [5P]529 Prepaid Tuition Plan | $15,001 - $50,000 | JT | Tax-Deferred | 2021 | |
- Growth Fund of America [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- CIBC Checking [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | SP | $1 - $200 | Interest | 2021 |
- AmCap Fund Inc Class A [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- European Growth Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Franklin Straategic SE [MF]Mutual Funds | $15,001 - $50,000 | SP | Dividends | 2021 | |
- Fundamental Investors [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- American High Income Trust Class A [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Putnam Equity Inc [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2021 |
- Northwestern Mutual Money Market (Deposit Held by Dreyfus, Inc) [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2021 | |
- Small Cap World Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Washington Mutual Investor Fund Class A [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Hartford Mutual MidCap Fund Class A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Bond Fund of America [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Devon Bank Checking #2 [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2021 | |
- Growth Fund of America [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- United of Omaha [WU]Whole/Universal Insurance | $1,001 - $15,000 | SP | 2021 | ||
- Hartford Mutual World Bnak Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Intermediate Bond Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- 19+-A $5,690.45; Fund 60-A $1,157; Moderate Age Based 19+-A | $241 - $241 | 2021 | |||
- State of Illinois [PE]Pensions | Undetermined | Tax-Deferred | 2021 | ||
- Bright Directions [5P]529 Prepaid Tuition Plan | $50,001 - $100,000 | JT | Tax-Deferred | 2020 | |
- AmCap Fund Inc Class A [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- American High Income Trust Class A [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- AmCap Fund Inc Class A [MF]Mutual Funds | $15,001 - $50,000 | SP | $1 - $200 | Dividends | 2020 |
- Devon Bank Checking [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2020 | |
- European Growth Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Franklin Strategic SER Biotech Discover Fund Class A [MF]Mutual Funds | $15,001 - $50,000 | SP | Dividends | 2020 | |
- Fundamental Investors [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Growth Fund of America [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Putnam Equity Inc. [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2020 |
- Small Cap World Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Washington Mutual Investor Fund Class A [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Hartford Mutual MidCap Fund Class A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- CIBC Checking [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | $1 - $200 | Interest | 2020 |
- Intermediate Bond Fund Class A [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Northwestern Mutual Money Market (Deposit held by Dryfus Inc) [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2020 | |
- Bond Fund of America [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Hartford Mutual World Bank Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Growth Fund of America [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- United of Omaha Universal Life Insurance [WU]Whole/Universal Insurance | $1,001 - $15,000 | SP | 2020 | ||
- State of Illinois [PE]Pensions | Undetermined | Tax-Deferred | 2020 |
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