—
Net Worth Est.
$1.15MTrade volume
$0Total trades
-----Last Traded
----Mutual Funds Mutual Fund
$2.04M
Bank Deposit
$198K
Mutual Funds Exchange Traded Fund/Note
$65K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
 - Balanced Fund | $500,001 - $1,000,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
- Balanced Fund | $500,001 - $1,000,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
- Balanced Fund | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
- Balanced Fund | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
VTTHX VTTHX- Vanguard Target Retirement 2035 Fund | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
VTTHX VTTHX- Vanguard Target Retirement 2035 Fund | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
- ML Bank Deposit Program | $50,001 - $100,000 | Self | $5,001 - $15,000 | Interest, | 2024 |
- ML Bank Deposit Program | $50,001 - $100,000 | Self | $5,001 - $15,000 | Interest, | 2024 |
VTTHX VTTHX- Vanguard Target Retirement 2035 Fund | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
VTTHX VTTHX- Vanguard Target Retirement 2035 Fund | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
LGRRX LGRRX- Loomis Sayles Funds - Growth Fund Class A [Trust | $15,001 - $50,000 | Self | $1,001 - $2,500 | Excepted Investment Fund, | 2024 |
IWM IWM- iShares Russell 2000 ETF | $15,001 - $50,000 | Self | $201 - $1,000 | Excepted Investment Fund, | 2024 |
IWM IWM- iShares Russell 2000 ETF | $15,001 - $50,000 | Self | $201 - $1,000 | Excepted Investment Fund, | 2024 |
LGRRX LGRRX- Loomis Sayles Funds - Growth Fund Class A [Trust | $15,001 - $50,000 | Self | $1,001 - $2,500 | Excepted Investment Fund, | 2024 |
PEQUX PEQUX- Putnam Focused International Equity Fund A | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
- Bank of America, N.A. | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2024 |
ETHIX ETHIX- Eaton Vance High Income Opportunites Fund Class | $1,001 - $15,000 | Self | $201 - $1,000 | Excepted Investment Fund, | 2024 |
PGEOX PGEOX- George Putnam Balanced Fund Class A | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
OIGAX OIGAX- Invesco Oppenheimer International Growth Fund Cl | $1,001 - $15,000 | Self | $201 - $1,000 | Excepted Investment Fund, | 2024 |
MEIAX MEIAX- MFS Series Trust I - MFS Value Fund Class A | $1,001 - $15,000 | Self | $1,001 - $2,500 | Excepted Investment Fund, | 2024 |
PPSAX PPSAX- Principal Funds Inc. - Spectrum Preferred and C | $1,001 - $15,000 | Self | $201 - $1,000 | Excepted Investment Fund, | 2024 |
POGAX POGAX- Putnam Growth Opportunities Fund Class A | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
- Wells Fargo | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2024 |
- HealthEquity Corporate | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2024 |
- Bank of America, N.A. | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2024 |
ETHIX ETHIX- Eaton Vance High Income Opportunites Fund Class | $1,001 - $15,000 | Self | $201 - $1,000 | Excepted Investment Fund, | 2024 |
PGEOX PGEOX- George Putnam Balanced Fund Class A | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
OIGAX OIGAX- Invesco Oppenheimer International Growth Fund Cl | $1,001 - $15,000 | Self | $201 - $1,000 | Excepted Investment Fund, | 2024 |
MEIAX MEIAX- MFS Series Trust I - MFS Value Fund Class A | $1,001 - $15,000 | Self | $1,001 - $2,500 | Excepted Investment Fund, | 2024 |
PPSAX PPSAX- Principal Funds Inc. - Spectrum Preferred and C | $1,001 - $15,000 | Self | $201 - $1,000 | Excepted Investment Fund, | 2024 |
POGAX POGAX- Putnam Growth Opportunities Fund Class A | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
PEQUX PEQUX- Putnam Focused International Equity Fund A | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
- HealthEquity Corporate | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2024 |
- Wells Fargo | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2024 |
- MMBB - American Baptist Church Retirement Plan | Self | 2024 | |||
- The Gamaliel Project LLC | Self | 2024 | |||
- MMBB - American Baptist Churches Tax-Deferred Annuity Plan | Self | 2024 | |||
- MMBB - American Baptist Churches Tax-Deferred Annuity Plan | Self | 2024 | |||
- MMBB - American Baptist Church Retirement Plan | Self | 2024 | |||
- The Gamaliel Project LLC | Self | 2024 | |||
- Merrill Lynch - CMA Account | Self | 2024 | |||
- Merrill Lynch - CMA Account | Self | 2024 | |||
- Balanced Fund | $500,001 - $1,000,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
- ML Bank Deposit Program | $500,001 - $1,000,000 | Self | $5,001 - $15,000 | Interest, | 2023 |
- Balanced Fund | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
VTTHX VTTHX- Vanguard Target Retirement 2035 Fund | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
VTTHX VTTHX- Vanguard Target Retirement 2035 Fund | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
LGRRX LGRRX- Loomis Sayles Funds - Growth Fund Class A [Trust | $15,001 - $50,000 | Self | $2,501 - $5,000 | Excepted Investment Fund, | 2023 |
- Wells Fargo | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2023 |
OIGAX OIGAX- Invesco Oppenheimer International Growth Fund Cl | $1,001 - $15,000 | Self | $201 - $1,000 | Excepted Investment Fund, | 2023 |
- Bank of America, N.A. | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2023 |
MEIAX MEIAX- MFS Series Trust I - MFS Value Fund Class A | $1,001 - $15,000 | Self | $201 - $1,000 | Excepted Investment Fund, | 2023 |
PPSAX PPSAX- Principal Funds Inc. - Spectrum Preferred and C | $1,001 - $15,000 | Self | $201 - $1,000 | Excepted Investment Fund, | 2023 |
POGAX POGAX- Putnam Growth Opportunities Fund Class A | $1,001 - $15,000 | Self | $201 - $1,000 | Excepted Investment Fund, | 2023 |
PEQUX PEQUX- Putnam Global Equity Fund Class A | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
IWM IWM- iShares Russell 2000 ETF | $1,001 - $15,000 | Self | $201 - $1,000 | Excepted Investment Fund, | 2023 |
- HealthEquity Corporate | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2023 |
ETHIX ETHIX- Eaton Vance High Income Opportunites Fund Class | $1,001 - $15,000 | Self | $201 - $1,000 | Excepted Investment Fund, | 2023 |
PGEOX PGEOX- George Putnam Balanced Fund Class A | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
- MMBB - A Financial Services Ministry | None (or less than $1,001) | Self | None (or less than $201) | None, | 2023 |
- MMBB - American Baptist Churches Tax-Deferred Annuity Plan | Self | 2023 | |||
- Merrill Lynch - CMA Account | Self | 2023 | |||
- The Gamaliel Project LLC | Self | 2023 | |||
- MMBB - American Baptist Church Retirement Plan | Self | 2023 | |||
- MMBB - A Financial Services Ministry | $500,001 - $1,000,000 | Self | None (or less than $201) | None, | 2022 |
- ML Bank Deposit Program | $100,001 - $250,000 | Self | None (or less than $201) | None, | 2022 |
- Wells Fargo | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2022 |
IWM IWM- iShares Russell 2000 ETF | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
LGRRX LGRRX- Loomis Sayles Funds - Growth Fund Class A [Trust | $15,001 - $50,000 | Self | $5,001 - $15,000 | Excepted Investment Fund, | 2022 |
MEIAX MEIAX- MFS Series Trust I - MFS Value Fund Class A | $1,001 - $15,000 | Self | $2,501 - $5,000 | Excepted Investment Fund, | 2022 |
PRFCX PRFCX- Principal Spectrum Preferred and Capital Securitie | $1,001 - $15,000 | Self | $201 - $1,000 | Excepted Investment Fund, | 2022 |
POGAX POGAX- Putnam Growth Opportunities Fund Class A | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
PEQUX PEQUX- Putnam Global Equity Fund Class A | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
- HealthEquity Corporate | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2022 |
- Bank of America, N.A. | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2022 |
ETHIX ETHIX- Eaton Vance High Income Opportunites Fund Class | $1,001 - $15,000 | Self | $201 - $1,000 | Excepted Investment Fund, | 2022 |
PGEOX PGEOX- George Putnam Balanced Fund Class A | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
OIGAX OIGAX- Invesco Oppenheimer International Growth Fund Cl | $1,001 - $15,000 | Self | $2,501 - $5,000 | Excepted Investment Fund, | 2022 |
GSZCX GSZCX- Goldman Sachs Strategic Income Fund Class C | None (or less than $1,001) | Self | $201 - $1,000 | Excepted Investment Fund, | 2022 |
- The Gamaliel Project LLC | Self | 2022 | |||
- Merrill Lynch - CMA Account | Self | 2022 | |||
- MMBB - A Financial Services Ministry | $500,001 - $1,000,000 | Self | None (or less than $201) | None, | 2021 |
LGRCX LGRCX- Loomis Sayles Growth Fund Class C | $15,001 - $50,000 | Self | $5,001 - $15,000 | Excepted Investment Fund, | 2021 |
MEICX MEICX- MFS Value Fund Class C | $15,001 - $50,000 | Self | $201 - $1,000 | Excepted Investment Fund, | 2021 |
IWM IWM- iShares Russell 2000 ETF | $15,001 - $50,000 | Self | $201 - $1,000 | Excepted Investment Fund, | 2021 |
GSZCX GSZCX- Goldman Sachs Strategic Income Fund Class C | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
OIGCX OIGCX- Invesco Oppenheimer International Growth Fund Clas | $15,001 - $50,000 | Self | $1,001 - $2,500 | Excepted Investment Fund, | 2021 |
- Wells Fargo | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2021 |
- HealthEquity Corporate | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2021 |
- Bank of America, N.A. | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2021 |
ECHIX ECHIX- Eaton Vance High Income Opportunities Fund Class C | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
PGEOX PGEOX- George Putnam Balanced Fund Class A | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
PRFCX PRFCX- Principal Spectrum Preferred and Capital Securitie | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
POGAX POGAX- Putnam Growth Opportunities Fund Class A | $1,001 - $15,000 | Self | $201 - $1,000 | Excepted Investment Fund, | 2021 |
PEQUX PEQUX- Putnam Global Equity Fund Class A | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
- Merrill Lynch - CMA Account | Self | 2021 |
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