—
Net Worth Est.
$284.01KTrade volume
$0Total trades
-----Last Traded
----Mutual Funds Mutual Fund
$183K
Bank Deposit
$77K
Mutual Funds Exchange Traded Fund/Note
$24K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
 - Target Date Fund 2035 | $100,001 - $250,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
- Bank of America | $50,001 - $100,000 | Joint | None (or less than $201) | Interest, | 2024 |
IXC IXC- iShares Global Energy ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
JFAMX JFAMX- JPMorgan Emerging Markets Equity Fund Class A | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
IAU IAU- iShares Gold Trust | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
IGE IGE- iShares North American Natural Resources ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
- Morgan Stanley BDP | None (or less than $1,001) | Self | None (or less than $201) | Interest, | 2024 |
- U.S. Senate Federal Credit Union | None (or less than $1,001) | Self | None (or less than $201) | Interest, | 2024 |
- CalPERS | Unascertainable | Self | None (or less than $201) | None, | 2024 |
- Nationwide Savings Plus 401(k) | Self | 2024 | |||
- Morgan Stanley IRA | Self | 2024 | |||
- Bank of America | $250,001 - $500,000 | Joint | None (or less than $201) | Interest, | 2023 |
- Target Date Fund 2035 | $100,001 - $250,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
IGE IGE- iShares North American Natural Resources ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
IXC IXC- iShares Global Energy ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
JFAMX JFAMX- JPMorgan Emerging Markets Equity Fund Class A | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
IAU IAU- iShares Gold Trust | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
- U.S. Senate Federal Credit Union | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2023 |
- Morgan Stanley BDP | None (or less than $1,001) | Self | None (or less than $201) | Interest, | 2023 |
- Nationwide Savings Plus 401(k) | Self | 2023 | |||
- CalPERS | Unascertainable | Self | None (or less than $201) | None, | 2023 |
- Morgan Stanley IRA | Self | 2023 | |||
- Target Date Fund 2035 | $100,001 - $250,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Bank of America | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2022 |
IAU IAU- iShares Gold Trust | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
IGE IGE- iShares North American Natural Resources ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
IXC IXC- iShares Global Energy ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
JFAMX JFAMX- JPMorgan Emerging Markets Equity Fund Class A | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Morgan Stanley BDP | None (or less than $1,001) | Self | None (or less than $201) | None, | 2022 |
- CalPERS | Unascertainable | Self | None (or less than $201) | None, | 2022 |
- Nationwide Savings Plus 401(k) | Self | 2022 | |||
- Morgan Stanley IRA | Self | 2022 |
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