—
Net Worth Est.
$1.44MTrade volume
$0Total trades
-----Last Traded
----Mutual Funds
$587.51K
Real Property
$525K
Bank Accounts, Money Market Accounts and CDs
$223.5K
529 Prepaid Tuition Plan
$65K
Whole/Universal Insurance
$32.5K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
TRRJX Empower Retirement 401k ⇒ T. Rowe Price Retirement 2035 Fund (TRRJX) [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2023 | |
![Residential Rental - Dillsburg, PA [RP]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Residential Rental - Dillsburg, PA [RP]Real Property | $100,001 - $250,000 | $5,001 - $15,000 | Rent | 2023 | |
- Vacant land near primary residence [RP]Real Property | $100,001 - $250,000 | 2023 | |||
- Residential Rental - Harrisburg, PA [RP]Real Property | $100,001 - $250,000 | $15,001 - $50,000 | Rent | 2023 | |
- Pennsylvania State Employees Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | SP | $201 - $1,000 | Interest | 2023 |
ABALX LPL Financial ⇒ American Balanced Fund, Class A Shs (ABALX) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
VWUSX Vanguard ⇒ Vanguard U.S. Growth Fund (VWUSX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
- Pennsylvania 529 Guaranteed Savings Plan [5P]529 Prepaid Tuition Plan | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
- Pennsylvania 529 Guaranteed Savings Plan [5P]529 Prepaid Tuition Plan | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
VTSAX Vanguard ⇒ Vanguard Total Stock Market Index Fd Admiral Shs (VTSAX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
VFIAX Vanguard ⇒ Vanguard 500 Index Fd Admiral Shs (VFIAX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
- Members First Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2023 | |
- Northwestern Mutual [WU]Whole/Universal Insurance | $15,001 - $50,000 | SP | 2023 | ||
CWGIX American Funds ⇒ American Funds Capital World Growth & Income Fund Class A Shares (CWGIX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- Adams County National Bank [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2023 | |
SMCWX American Funds ⇒ American Funds SMALLCAP World A (SMCWX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
CAIBX American Funds ⇒ Capital Income Builder Cl A Shs (CAIBX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
ABNDX American Funds ⇒ The Bond Fund of America, Class A Shares (ABNDX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- LPL Financial ⇒ Insured Cash Account - UBS Bank USA [IH]IRA (Held in Cash) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
VSMGX Vanguard ⇒ Vanguard Lifestrategy Moderate Growth Fund (VSMGX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- US Bank CDs [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | $1 - $200 | Interest | 2023 |
- Commonwealth of PA SERS [DB]Defined Benefit Pension | Undetermined | Tax-Deferred | 2023 | ||
k Empower Retirement 401(k) [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2022 | |
- Residential Rental - Dillsburg, PA [RP]Real Property | $100,001 - $250,000 | $15,001 - $50,000 | Rent | 2022 | |
- Pennsylvania State Employees Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | SP | $201 - $1,000 | Interest | 2022 |
- Residential Rental - Harrisburg, PA [RP]Real Property | $100,001 - $250,000 | $15,001 - $50,000 | Rent | 2022 | |
- LPL Financial ⇒ American Balanced Cl A [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
- Northwestern Mutual [WU]Whole/Universal Insurance | $15,001 - $50,000 | SP | 2022 | ||
- Pennsylvania 529 Guaranteed Savings Plan - Ryenn [5P]529 Prepaid Tuition Plan | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Pennsylvania 529 Guaranteed Savings Plan - Mattea [5P]529 Prepaid Tuition Plan | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Members First Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2022 | |
- Vanguard ⇒ 500 Index Fund Adm [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
- Vanguard ⇒ Total Stock Mkt Idx Adm [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
- Vanguard ⇒ US Growth Investor CL [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
- American Funds ⇒ The Bond Fund of America-A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Adams County National Bank [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | 2022 | |||
- US Bank CDs [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | $1 - $200 | Interest | 2022 |
- American Funds ⇒ Capital Income Builder-A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- American Funds ⇒ Capital World Growth & Income Fund-A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- American Funds ⇒ Smallcap World Fund-A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Vanguard ⇒ LifeStrategy Mod Growth [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- LPL Financial ⇒ Insured Cash Account [IH]IRA (Held in Cash) | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
k Empower Retirement 401(k) [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2021 | |
- Pennsylvania State Employees Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | SP | $1 - $200 | Interest | 2021 |
- Residential Rental - Dillsburg, PA [RP]Real Property | $100,001 - $250,000 | $15,001 - $50,000 | Rent | 2021 | |
- Residential Rental - Harrisburg, PA [RP]Real Property | $100,001 - $250,000 | $15,001 - $50,000 | Rent | 2021 | |
- LPL Financial ⇒ American Balanced Cl A [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
- Vanguard ⇒ 500 Index Fund Adm [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
- Members First Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2021 | |
- Northwestern Mutual [WU]Whole/Universal Insurance | $15,001 - $50,000 | SP | 2021 | ||
- Pennsylvania 529 Guaranteed Savings Plan - Mattea [5P]529 Prepaid Tuition Plan | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Pennsylvania 529 Guaranteed Savings Plan - Ryenn [5P]529 Prepaid Tuition Plan | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Vanguard ⇒ Total Stock Mkt Idx Adm [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
- Vanguard ⇒ US Growth Investor CL [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
- American Funds ⇒ Capital World Growth & Income Fund-A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- LPL Financial ⇒ Insured Cash Account [IH]IRA (Held in Cash) | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- US Bank CDs [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | $1 - $200 | Interest | 2021 |
- Vanguard ⇒ LifeStrategy Mod Growth [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- American Funds ⇒ Capital Income Builder-A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- American Funds ⇒ Smallcap World Fund-A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- American Funds ⇒ The Bond Fund of America-A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
k Aegis Therapies 401(k) - Mercer [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2020 | |
- Residential Rental - Dillsburg, PA [RP]Real Property | $100,001 - $250,000 | $15,001 - $50,000 | Rent | 2020 | |
- Residential Rental - Harrisburg, PA [RP]Real Property | $100,001 - $250,000 | $15,001 - $50,000 | Rent | 2020 | |
- Pennsylvania State Employees Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | SP | $1 - $200 | Interest | 2020 |
- LPL Financial ⇒ American Balanced Cl A [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2020 | ||
- Members First Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $1 - $200 | Interest | 2020 | |
- Vanguard ⇒ 500 Index Fund Adm [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2020 | |
- Northwestern Mutual [WU]Whole/Universal Insurance | $15,001 - $50,000 | SP | 2020 | ||
- Vanguard ⇒ Total Stock Mkt Idx Adm [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2020 | |
- Pennsylvania 529 Guaranteed Savings Plan - Ryenn [5P]529 Prepaid Tuition Plan | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Vanguard ⇒ US Growth Investor CL [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2020 | |
- Pennsylvania 529 Guaranteed Savings Plan - Mattea [5P]529 Prepaid Tuition Plan | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- American Funds ⇒ Capital World Growth & Income Fund-A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Vanguard ⇒ LifeStrategy Mod Growth [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- State Farm Bank/US Bank CDs [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | $1 - $200 | Interest | 2020 |
- American Funds ⇒ Capital Income Builder-A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- American Funds ⇒ Smallcap World Fund-A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- LPL Financial ⇒ Insured Cash Account [IH]IRA (Held in Cash) | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- American Funds ⇒ The Bond Fund of America-A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Pennsylvania State Employees Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | SP | $201 - $1,000 | Interest | 2019 |
k Aegis Therapies 401(k) - Mercer [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2019 | |
- Residential Rental - Dillsburg, PA [RP]Real Property | $100,001 - $250,000 | $15,001 - $50,000 | Rent | 2019 | |
- Residential Rental - Harrisburg, PA [RP]Real Property | $100,001 - $250,000 | $15,001 - $50,000 | Rent | 2019 | |
- LPL Financial ⇒ American Balanced Cl A [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2019 | ||
- Members First Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $1 - $200 | Interest | 2019 | |
- Pennsylvania 529 Guaranteed Savings Plan - Ryenn [5P]529 Prepaid Tuition Plan | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- Pennsylvania 529 Guaranteed Savings Plan - Mattea [5P]529 Prepaid Tuition Plan | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- Northwestern Mutual [WU]Whole/Universal Insurance | $15,001 - $50,000 | SP | 2019 | ||
- Vanguard ⇒ 500 Index Fund Adm [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
- LPL Financial ⇒ Insured Cash Account [IH]IRA (Held in Cash) | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- American Funds ⇒ The Bond Fund of America-A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- American Funds ⇒ Smallcap World Fund-A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- American Funds ⇒ Capital World Growth & Income Fund-A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- Vanguard ⇒ US Growth Investor CL [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- American Funds ⇒ Capital Income Builder-A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- Vanguard ⇒ Total Stock Mkt Idx Adm [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- Vanguard ⇒ LifeStrategy Mod Growth [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- State Farm Bank CDs [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | $1 - $200 | Interest | 2019 |
k Aegis Therapies 401(k) - Mercer [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2018 | |
- Residential Rental - Harrisburg, PA [RP]Real Property | $100,001 - $250,000 | $15,001 - $50,000 | Rent | 2018 | |
- Residential Rental - Dillsburg, PA [RP]Real Property | $100,001 - $250,000 | $5,001 - $15,000 | Rent | 2018 | |
- Pennsylvania State Employees Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | SP | $1 - $200 | Interest | 2018 |
- LPL Financial ⇒ American Balanced Cl A [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2018 | ||
- Members First Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $1 - $200 | Interest | 2018 | |
- Pennsylvania 529 Guaranteed Savings Plan - Ryenn [5P]529 Prepaid Tuition Plan | $15,001 - $50,000 | Tax-Deferred | 2018 | ||
- Vanguard ⇒ 500 Index Fund Adm [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2018 | |
- Northwestern Mutual [WU]Whole/Universal Insurance | $15,001 - $50,000 | SP | 2018 | ||
- Vanguard ⇒ Total Stock Mkt Idx Adm [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- American Funds ⇒ Capital Income Builder-A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- American Funds ⇒ Capital World Growth & Income Fund-A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- American Funds ⇒ Smallcap World Fund-A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- American Funds ⇒ The Bond Fund of America-A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- LPL Financial ⇒ Insured Cash Account [IH]IRA (Held in Cash) | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- Pennsylvania 529 Guaranteed Savings Plan - Mattea [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- State Farm Bank CDs [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | $1 - $200 | Interest | 2018 |
- Vanguard ⇒ LifeStrategy Mod Growth [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- Vanguard ⇒ US Growth Fund Investor [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- Residential Rental - Harrisburg, PA [RP]Real Property | $100,001 - $250,000 | $15,001 - $50,000 | Rent | 2017 | |
k Aegis Therapies 401(k) - Mercer [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2017 | |
- Pennsylvania State Employees Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | SP | $1 - $200 | Interest | 2017 |
- Residential Rental - Dillsburg, PA [RP]Real Property | $100,001 - $250,000 | $5,001 - $15,000 | Rent | 2017 | |
- Members First Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $1 - $200 | Interest | 2017 | |
- LPL Financial ⇒ American Balanced Cl A [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2017 | ||
- Northwestern Mutual [WU]Whole/Universal Insurance | $15,001 - $50,000 | SP | 2017 | ||
- Vanguard ⇒ 500 Index Fund Adm [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2017 | |
- Pennsylvania 529 Guaranteed Savings Plan - Mattea [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- American Funds ⇒ Capital Income Builder-A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- American Funds ⇒ The Bond Fund of America-A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- Vanguard ⇒ US Growth Fund Investor [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- Vanguard ⇒ Total Stock Mkt Idx Adm [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- Vanguard ⇒ LifeStrategy Mod Growth [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- State Farm Bank CDs [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | $1 - $200 | Interest | 2017 |
- American Funds ⇒ Capital World Growth & Income Fund-A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- Pennsylvania 529 Guaranteed Savings Plan - Ryenn [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- LPL Financial ⇒ Insured Cash Account [IH]IRA (Held in Cash) | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- American Funds ⇒ Smallcap World Fund-A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- Fidelity FDM Idx 2035 IPR | $100,001 - $250,000 | SP | Tax-Deferred | 2016 | |
- Pennsylvania State Employees Credit Union | $100,001 - $250,000 | SP | $1 - $200 | Interest | 2016 |
- Residential Rental - Harrisburg, | $100,001 - $250,000 | PA | $15,001 - $50,000 | Rent | 2016 |
- Residential Rental - Dillsburg, | $100,001 - $250,000 | PA | $5,001 - $15,000 | Rent | 2016 |
- LPL Financial ⇒ American Balanced Cl A | $50,001 - $100,000 | Tax-Deferred | 2016 | ||
- Members First Credit Union | $50,001 - $100,000 | $1 - $200 | Interest | 2016 | |
- Northwestern Mutual | $15,001 - $50,000 | SP | 2016 | ||
- Vanguard ⇒ US Growth Fund Investor | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
- Vanguard ⇒ Total Stock Mkt Idx Inv | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
- Vanguard ⇒ LifeStrategy Mod Growth | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
- Vanguard ⇒ 500 Index Fund Adm | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
- Pennsylvania 529 Guaranteed Savings Plan - Ryenn | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- Pennsylvania 529 Guaranteed Savings Plan - Mattea | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- LPL Financial ⇒ Insured Cash Account | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- State Farm Bank CDs | $1,001 - $15,000 | SP | $1 - $200 | Interest | 2016 |
- American Funds ⇒ Capital World Growth & Income Fund-A | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
- American Funds ⇒ Capital Income Builder-A | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
- American Funds ⇒ The Bond Fund of America-A | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
- American Funds ⇒ Smallcap World Fund-A | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
- Hydrotech Mechanical Services, 49% Interest | None | $5,001 - $15,000 | Interest, S Corporation Income | 2016 | |
- Residential Rental - Harrisburg, | $100,001 - $250,000 | PA | $15,001 - $50,000 | Rent | 2015 |
- Fidelity Freedom Index 2035 | $100,001 - $250,000 | Tax-Deferred | 2015 | ||
- Residential Rental - Dillsburg, | $100,001 - $250,000 | PA | $5,001 - $15,000 | Rent | 2015 |
- Pennsylvania State Employees Credit Union | $100,001 - $250,000 | SP | $1 - $200 | Interest | 2015 |
- Members First Credit Union | $50,001 - $100,000 | $1 - $200 | Interest | 2015 | |
- LPL - American Balanced Cl A | $50,001 - $100,000 | Tax-Deferred | 2015 | ||
- Northwestern Mutual | $15,001 - $50,000 | 2015 | |||
- Pennsylvania 529 Guaranteed Savings Plan - Ryenn | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- American Funds - Smallcap World Fund - A | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
- American Funds - Capital World Growth & Income Fund - A | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
- Pennsylvania 529 Guaranteed Savings Plus Plan - Mattea | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Hydrotech Mechanical Services, 49% Interest | $1,001 - $15,000 | $5,001 - $15,000 | Interest, S Corporation Income | 2015 | |
- LPL - Insured Cash Account | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- State Farm Bank CDs | $1,001 - $15,000 | SP | $1 - $200 | Interest | 2015 |
- Vanguard 500 Index Fund Adm | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
- American Funds - Capital Income Builder - A | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
- Vanguard LifeStrategy Mod Growth | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
- Vanguard US Growth Fund Investor | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
- Vanguard Total Stock Mkt Idx Inv | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
- American Funds The Bond Fund of America - A | $1,001 - $15,000 | SP | Tax-Deferred | 2015 |
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