—
Net Worth Est.
$1.7MTrade volume
$0Total trades
-----Last Traded
----Real Property
$1.3M
Whole/Universal Insurance
$121K
Bank Accounts, Money Market Accounts and CDs
$89K
529 Prepaid Tuition Plan
$65K
Mutual Funds
$64.5K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![JSM De La Cruz Holdings, LLC ⇒ Commercial Rental Property [RP]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - JSM De La Cruz Holdings, LLC ⇒ Commercial Rental Property [RP]Real Property | $500,001 - $1,000,000 | $50,001 - $100,000 | Rent | 2023 | |
- JSM De La Cruz Holdings, LLC ⇒ Residential Rental Property 2 [RP]Real Property | $250,001 - $500,000 | $15,001 - $50,000 | Rent | 2023 | |
- JSM De La Cruz Holdings, LLC ⇒ Residential Rental Property 3 [RP]Real Property | $100,001 - $250,000 | $15,001 - $50,000 | Rent | 2023 | |
- State Farm 529 Savings Plan ⇒ DC2 Age Based 15-16 Portfolio [5P]529 Prepaid Tuition Plan | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Cash Value Life Insurance ⇒ State Farm Life Insurance ⇒ DC1 Whole Life Insurance Policy [WU]Whole/Universal Insurance | $15,001 - $50,000 | 2023 | |||
- Cash Value Life Insurance ⇒ State Farm Life Insurance ⇒ Self Whole Life Insurance Policy [WU]Whole/Universal Insurance | $15,001 - $50,000 | 2023 | |||
k New York Life 401(k) ⇒ Fixed Dollar Option Portfolio [OT]Other | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
k New York Life 401(k) ⇒ Mainstay Income Buildier Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Rio Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2023 | |
- Rio Bank Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | Interest | 2023 | ||
- State Farm 529 Savings Plan ⇒ DC1 Age Based 15-16 Portfolio [5P]529 Prepaid Tuition Plan | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- JSM De La Cruz Holdings, LLC ⇒ Freedom Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | 2023 | |||
- Cash Value Life Insurance ⇒ New York Life Insurance ⇒ DC3 whole life insurance policy [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2023 | |||
- Cash Value Life Insurance ⇒ New York Life Insurance ⇒ DC2 Whole Life Insurance Policy [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2023 | |||
- PNC Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Interest | 2023 | ||
- Cash Value Life Insurance ⇒ New York Life Insurance ⇒ DC1 Whole Life Insurance Policy [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2023 | |||
- New York Life Annuity ⇒ New York Life Traditional IRA ⇒ Fidelity VIP Contrafund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- New York Life Annuity ⇒ New York Life Traditional IRA ⇒ Janus Henderson VIT Global Research Portfolio [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- New York Life Annuity ⇒ New York Life Traditional IRA ⇒ Mainstay VP American Century Sustainable Equity - Initial Class [OT]Other | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- New York Life Annuity ⇒ New York Life Traditional IRA ⇒ Mainstay VP Janus Henderson Balanced Portfolio [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- First Commercial Bank [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2023 | |
- Cash Value Life Insurance ⇒ New York Life Insurance ⇒ EH Whole Life Insurance [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2023 | |||
- New York Life Annuity ⇒ New York Life Traditional IRA ⇒ Mainstay VP Mellon Natural Resources [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Cash Value Life Insurance ⇒ New York Life Insurance ⇒ Self Whole Life Insurance Policy [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2023 | |||
- New York Life Annuity ⇒ New York Life Traditional IRA ⇒ Mainstay VP Wellington Mid Cap - Initial Class [OT]Other | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Cash Value Life Insurance ⇒ State Farm Life Insurance ⇒ DC2 Whole Life Insurance Policy [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2023 | |||
- Cash Value Life Insurance ⇒ State Farm Life Insurance ⇒ DC3 Whole Life Insurance Policy [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2023 | |||
- New York Life Annuity ⇒ New York Life Traditional IRA ⇒ Mainstay VP Winslow Large Cap Growth - Initial Class [OT]Other | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- New York Life Annuity ⇒ New York Life Traditional IRA ⇒ Mainstay VP MackKay Mid Cap Core Portfolio [MF]Mutual Funds | None | 2023 | |||
- New York Life Annuity ⇒ New York Life Traditional IRA ⇒ Mainstay VP T Rowe Equity Income Portfolio [MF]Mutual Funds | None | 2023 |
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