—
Net Worth Est.
$2.76MTrade volume
$0Total trades
-----Last Traded
----Mutual Funds
$1.69M
Stocks
$470.01K
Bank Accounts, Money Market Accounts and CDs
$347K
Stock (Not Publicly Traded)
$215.5K
529 Portfolio
$40.5K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
AAPL Charles Schwab Brokerage Account ⇒ Apple Inc. (AAPL) [ST]Stocks | $100,001 - $250,000 | SP | $201 - $1,000 | Dividends | 2023 |
![Edward Jones Joint Brokerage Account ⇒ Federated Muni & Stock Advt A [MF]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Edward Jones Joint Brokerage Account ⇒ Federated Muni & Stock Advt A [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2023 |
- Socure [PS]Stock (Not Publicly Traded) | $100,001 - $250,000 | 2023 | |||
- Marcus by Goldman Sachs Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | $5,001 - $15,000 | Interest | 2023 | |
- GNYHA 401k ⇒ Vanguard Wellington Adm [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2023 | |
FFFGX Ulster County 401K ⇒ MM-FID Freedom 2045 (FFFGX) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
TSLA Charles Schwab Brokerage Account ⇒ Tesla, Inc. (TSLA) [ST]Stocks | $50,001 - $100,000 | 2023 | |||
- Edward Jones Joint Brokerage Account ⇒ Federated Strategic Val Div A [MF]Mutual Funds | $50,001 - $100,000 | JT | $2,501 - $5,000 | Dividends | 2023 |
DHLRX GNYHA 401k ⇒ Diamond Hill Large Cap Fund I Shares (DHLRX) [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2023 | |
- GNYHA 401k ⇒ T. Rowe Price Instl Large Cap Growth [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2023 | |
- Edward Jones Joint Brokerage Account ⇒ American New Perspective A [MF]Mutual Funds | $50,001 - $100,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2023 |
AAPL Charles Schwab Brokerage Account ⇒ Apple Inc. (AAPL) [ST]Stocks | $50,001 - $100,000 | $201 - $1,000 | Dividends | 2023 | |
- Charles Schwab Brokerage Account ⇒ TD Bank Sweep [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $201 - $1,000 | Interest | 2023 | |
- Edward Jones Joint Brokerage Account ⇒ American Cap Inc Builder A [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2023 |
- Edward Jones Joint Brokerage Account ⇒ American AMCAP A [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2023 |
- Edward Jones Joint Brokerage Account ⇒ American High-Inc Muni BD A [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2023 |
- Edward Jones Joint Brokerage Account ⇒ American Ltd Tax-Ex BD Amer A [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2023 |
BBGLX Edward Jones IRA (1) ⇒ Bridge Builder Large Cap Growth Fund (BBGLX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
BBIEX Edward Jones IRA (1) ⇒ Bridge Builder International Equity Fund (BBIEX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
1 College Savings Account (1) ⇒ Target Enrollment 2037 Portfolio [5F]529 Portfolio | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
SBUX Charles Schwab Brokerage Account ⇒ Starbucks Corporation (SBUX) [ST]Stocks | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2023 | |
- VCECN Holdings LLC ⇒ OnSolve LLC Shares [PS]Stock (Not Publicly Traded) | $15,001 - $50,000 | 2023 | |||
- USAA Bank accounts [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2023 | |
MWTIX GNYHA 401k ⇒ Metropolitan West Total Return Bond Fd Cl I (MWTIX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
- Edward Jones Joint Brokerage Account ⇒ Amern Tax-Ex Bond of Amer A [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2023 |
- TD Bank accounts [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2023 |
AMZN Charles Schwab Brokerage Account ⇒ Amazon.com, Inc. (AMZN) [ST]Stocks | $15,001 - $50,000 | 2023 | |||
- GNYHA 401k ⇒ Vanguard Dvlp Mrkts Indx Admrl [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
VMVAX GNYHA 401k ⇒ Vanguard Mid-Cap Value Index Fd Admiral (VMVAX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
VFFVX GNYHA 401k ⇒ Vanguard Target Retirement 2055 Fund (VFFVX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
BBVLX Edward Jones IRA (1) ⇒ Bridge Builder Large Cap Value Fund (BBVLX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
QALGX Edward Jones IRA (1) ⇒ Federated Hermes MDT Large Cap Growth Fund Class A (QALGX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
1 Edward Jones IRA (1) ⇒ Federated Strategic Val Div A [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
CAIBX Edward Jones IRA (3) ⇒ American Cap Inc Builder A (CAIBX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
3 Edward Jones IRA (3) ⇒ American Cap Wrld Grw & Inc A [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
AMECX Edward Jones IRA (3) ⇒ American Inc Fund of Amer A (AMECX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
ANWPX Edward Jones IRA (3) ⇒ American New Perspective A (ANWPX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Edward Jones Joint Brokerage Account ⇒ American Balanced A [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2023 |
APHJX Edward Jones IRA (1) ⇒ Artisan International Small-Mid Fund - Institutional Shares (APHJX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
BBTBX Edward Jones IRA (1) ⇒ Bridge Builder Core Bond Fund (BBTBX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
BBCPX Edward Jones IRA (1) ⇒ Bridge Builder Core Plus Bond Fund (BBCPX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
ABNDX Edward Jones IRA (3) ⇒ American Bond Fund of Amer A (ABNDX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
BHP Charles Schwab Brokerage Account ⇒ BHP Group Limited American Depositary Shares (BHP) [ST]Stocks | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2023 |
- Edward Jones Joint Brokerage Account ⇒ Edward Jones Brokerage Account Cash [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2023 |
RNWGX GNYHA 401k ⇒ New World Fund, Inc. Cl R-6 (RNWGX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- GNYHA 401k ⇒ Templeton Global Bond R6 [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
IBM Merrill Lynch Brokerage Account ⇒ International Business Machines Corporation (IBM) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2023 | |
TMVWY NextGen APX Labs LLC ⇒ TEAMVIEWER SE UNSP/ADR (TMVWY) [ST]Stocks | $1,001 - $15,000 | 2023 | |||
- OG Riiders LLC ⇒ Dropbike, Inc. Shares [PS]Stock (Not Publicly Traded) | $1,001 - $15,000 | 2023 | |||
GIS Charles Schwab Brokerage Account ⇒ General Mills, Inc. (GIS) [ST]Stocks | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2023 |
IBM Charles Schwab Brokerage Account ⇒ International Business Machines Corporation (IBM) [ST]Stocks | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2023 |
BBGSX Edward Jones IRA (1) ⇒ Bridge Builder Small/Mid Cap growth Fund (BBGSX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
BBVSX Edward Jones IRA (1) ⇒ Bridge Builder Small/Mid Cap Value Fund (BBVSX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
DODFX Edward Jones IRA (1) ⇒ Dodge & Cox International Stock Fund - Class I (DODFX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
1 Edward Jones IRA (1) ⇒ Dodge & Cox Stock Cl I [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
CAPAX Edward Jones IRA (1) ⇒ Federated Capital Income A (CAPAX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
IVFAX Edward Jones IRA (1) ⇒ Federated Hermes International Strategic Value Dividend Fund A (IVFAX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
ANCFX Edward Jones IRA (3) ⇒ American Fundamental INV A (ANCFX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
FKASX Edward Jones IRA (1) ⇒ Federated Kaufmann Sm Cap A (FKASX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
AXP Charles Schwab Brokerage Account ⇒ American Express Company (AXP) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2023 | |
OGVXX Edward Jones IRA (1) ⇒ JPMorgan U.S.Government Money Market Capital (OGVXX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
PHIYX Edward Jones IRA (1) ⇒ PIMCO Funds High Yield Fund Institutional Shares (PHIYX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
PMAQX Edward Jones IRA (1) ⇒ Principal Funds, Inc. - MidCap Fund, Class R6 (PMAQX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
PRIUX Edward Jones IRA (1) ⇒ T. Rowe Price International Stock Fund - I Class (PRIUX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
HWDFX Edward Jones IRA (1) ⇒ The Hartford World Bond Fund Class F (HWDFX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
MISIX Edward Jones IRA (1) ⇒ Victory Trivalent International Small-Cap CL I (MISIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
AMCPX Edward Jones IRA (2) ⇒ American AMCAP A (AMCPX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
ABNDX Edward Jones IRA (2) ⇒ American Bond Fund of Amer A (ABNDX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
CAIBX Edward Jones IRA (2) ⇒ American Cap Inc Builder A (CAIBX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
CWGIX Edward Jones IRA (2) ⇒ American Cap Wrld Grw & Inc A (CWGIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
ANCFX Edward Jones IRA (2) ⇒ American Fundamental INV A (ANCFX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
AMECX Edward Jones IRA (2) ⇒ American Inc Fund of Amer A (AMECX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
SMCWX Edward Jones IRA (2) ⇒ American SMALLCAP World A (SMCWX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
CAPAX Edward Jones IRA (2) ⇒ Federated Capital Income A (CAPAX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
FGFAX Edward Jones IRA (2) ⇒ Federated Hermes International Leaders Fund Class A (FGFAX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
SVAAX Edward Jones IRA (2) ⇒ Federated Hermes Strategic Value Dividend Fund Class A (SVAAX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
FKASX Edward Jones IRA (2) ⇒ Federated Kaufmann Sm Cap A (FKASX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
SBUX Charles Schwab Brokerage Account ⇒ Starbucks Corporation (SBUX) [ST]Stocks | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2023 |
ANWPX Edward Jones IRA (2) ⇒ New Perspective Fund, Class A Shares (ANWPX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- Charles Schwab Brokerage Account ⇒ TD Ameritrade Insured Deposit Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | $1 - $200 | Interest | 2023 |
- Charles Schwab Brokerage Account ⇒ TD Bank Sweep [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | $1 - $200 | Interest | 2023 |
NFLX Charles Schwab Brokerage Account ⇒ Netflix, Inc. (NFLX) [ST]Stocks | $1,001 - $15,000 | SP | 2023 | ||
IBM Charles Schwab Brokerage Account ⇒ International Business Machines Corporation (IBM) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2023 | |
KHC Charles Schwab Brokerage Account ⇒ The Kraft Heinz Company (KHC) [ST]Stocks | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2023 |
- Citizen & Northern Bank Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | $1 - $200 | Interest | 2023 |
AMCPX Edward Jones IRA (3) ⇒ American AMCAP A (AMCPX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
2 College Savings Account (2) ⇒ Target Enrollment 2041 [5F]529 Portfolio | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
FLMVX GNYHA 401k ⇒ JPMorgan Mid Cap Value Fund Class L (FLMVX) [MF]Mutual Funds | None | SP | Tax-Deferred | 2023 | |
ODVIX GNYHA 401k ⇒ Invesco Developing Markets Fund Class R6 (ODVIX) [MF]Mutual Funds | None | SP | Tax-Deferred | 2023 | |
FSHIX Edward Jones Joint Brokerage Account ⇒ Federated Sh-Interim Muni A (FSHIX) [MF]Mutual Funds | None | JT | $201 - $1,000 | Dividends | 2023 |
- Socure [PS]Stock (Not Publicly Traded) | $500,001 - $1,000,000 | 2022 | |||
- Marcus by Goldman Sachs Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $250,001 - $500,000 | $5,001 - $15,000 | Interest | 2022 | |
FMUFX Edward Jones Joint Brokerage Account ⇒ Federated Muni & Stock Advt A (FMUFX) [MF]Mutual Funds | $100,001 - $250,000 | JT | $1,001 - $2,500 | Dividends | 2022 |
CAIBX Edward Jones Joint Brokerage Account ⇒ American Cap Inc Builder A (CAIBX) [MF]Mutual Funds | $50,001 - $100,000 | JT | $2,501 - $5,000 | Dividends | 2022 |
VWENX GNYHA 401k ⇒ Vanguard Wellington Adm (VWENX) [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2022 | |
AMCPX Edward Jones Joint Brokerage Account ⇒ American AMCAP A (AMCPX) [MF]Mutual Funds | $50,001 - $100,000 | JT | $5,001 - $15,000 | Capital Gains | 2022 |
- TD Ameritrade ⇒ Insured Deposit Account [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $1 - $200 | Interest | 2022 | |
VTMGX GNYHA 401k ⇒ Vanguard Dvlp Mrkts Indx Admrl (VTMGX) [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2022 | |
SVAAX Edward Jones Joint Brokerage Account ⇒ Federated Strategic Val Div A (SVAAX) [MF]Mutual Funds | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2022 |
- TD Bank accounts [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | $1 - $200 | Interest | 2022 |
AAPL TD Ameritrade ⇒ Apple Inc. (AAPL) [ST]Stocks | $50,001 - $100,000 | SP | $201 - $1,000 | Dividends | 2022 |
FFFGX Ulster County 401K ⇒ MM-FID Freedom 2045 (FFFGX) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
- USAA Bank accounts [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $1 - $200 | Interest | 2022 | |
- VCECN Holdings LLC ⇒ OnSolve LLC Shares [PS]Stock (Not Publicly Traded) | $15,001 - $50,000 | 2022 | |||
CAIBX Edward Jones IRA (3) ⇒ American Cap Inc Builder A (CAIBX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
ANWPX Edward Jones IRA (3) ⇒ American New Perspective A (ANWPX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
ABALX Edward Jones Joint Brokerage Account ⇒ American Balanced A (ABALX) [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2022 |
AMHIX Edward Jones Joint Brokerage Account ⇒ American High-Inc Muni BD A (AMHIX) [MF]Mutual Funds | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2022 |
AMECX Edward Jones IRA (3) ⇒ American Inc Fund of Amer A (AMECX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
ANWPX Edward Jones Joint Brokerage Account ⇒ American New Perspective A (ANWPX) [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2022 |
AAPL TD Ameritrade ⇒ Apple Inc. (AAPL) [ST]Stocks | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2022 | |
- Edward Jones IRA (1) ⇒ Hartford Balanced Income Cl F (HHBLFX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
ODVIX GNYHA 401k ⇒ Invesco Developing Markets R6 (ODVIX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
FLMVX GNYHA 401k ⇒ JPMorgan Mid Cap Value L (FLMVX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
TRLGX GNYHA 401k ⇒ T. Rowe Price Instl Large Cap Growth (TRLGX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
FBNRX GNYHA 401k ⇒ Templeton Global Bond R6 (FBNRX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
AMZN TD Ameritrade ⇒ Amazon.com, Inc. (AMZN) [ST]Stocks | $15,001 - $50,000 | 2022 | |||
SBUX TD Ameritrade ⇒ Starbucks Corporation (SBUX) [ST]Stocks | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2022 | |
1 College Savings Account (1) ⇒ Moderate Age-Based Option: Aggressive Portfolio [5P]529 Prepaid Tuition Plan | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
1 Edward Jones IRA (1) ⇒ Dodge & Cox Stock Cl I [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
AFTEX Edward Jones Joint Brokerage Account ⇒ Amern Tax-Ex Bond of Amer A (AFTEX) [MF]Mutual Funds | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2022 |
JVAYX Edward Jones IRA (1) ⇒ JPMorgan Value Advantage Cl R6 (JVAYX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
SVAAX Edward Jones IRA (2) ⇒ Federated Strategic Val Div A (SVAAX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
TSLA TD Ameritrade ⇒ Tesla, Inc. (TSLA) [ST]Stocks | $15,001 - $50,000 | 2022 | |||
CAIBX Edward Jones IRA (2) ⇒ American Cap Inc Builder A (CAIBX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
SVAAX Edward Jones IRA (2) ⇒ Federated INTL Str Val Div A (SVAAX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
FKASX Edward Jones IRA (2) ⇒ Federated Kaufmann Sm Cap A (FKASX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
QALGX Edward Jones IRA (2) ⇒ Federated Mdt Lrg Cap Grwth A (QALGX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- OG Riiders LLC ⇒ Dropbike, Inc. Shares [PS]Stock (Not Publicly Traded) | $1,001 - $15,000 | 2022 | |||
ANCFX Edward Jones IRA (2) ⇒ American Fundamental INV A (ANCFX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
AMECX Edward Jones IRA (2) ⇒ American Inc Fund of Amer A (AMECX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
SMCWX Edward Jones IRA (2) ⇒ American SMALLCAP World A (SMCWX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
CAPAX Edward Jones IRA (2) ⇒ Federated Capital Income A (CAPAX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
AXP TD Ameritrade ⇒ American Express Company (AXP) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
CWGIX Edward Jones IRA (2) ⇒ American Cap Wrld Grw & Inc A (CWGIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
AMCPX Edward Jones IRA (3) ⇒ American AMCAP A (AMCPX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
ANWPX Edward Jones IRA (1) ⇒ American New Perspective A (ANWPX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
CWGIX Edward Jones IRA (3) ⇒ American Cap Wrld Grw & Inc A (CWGIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
ANCFX Edward Jones IRA (3) ⇒ American Fundamental INV A (ANCFX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- TD Ameritrade ⇒ TD Ameritrade Insured Deposit Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | $1 - $200 | Interest | 2022 |
OAZIX Edward Jones IRA (1) ⇒ Oakmark International Cl R6 (OAZIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
BHP TD Ameritrade ⇒ BHP Group Limited American Depositary Shares (BHP) [ST]Stocks | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2022 |
JGSMX Edward Jones IRA (1) ⇒ JPMorgan Small Cap Growth Cl R6 (JGSMX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
GIS TD Ameritrade ⇒ General Mills, Inc. (GIS) [ST]Stocks | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2022 |
LTEBX Edward Jones Joint Brokerage Account ⇒ American Ltd Tax-Ex BD Amer A (LTEBX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2022 |
2 College Savings Account (2) ⇒ Aggressive Age-Based Option: Aggressive Growth Portfolio [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
IBM TD Ameritrade ⇒ International Business Machines Corporation (IBM) [ST]Stocks | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2022 |
- Edward Jones Joint Brokerage Account ⇒ Edward Jones Brokerage Account Cash [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2022 |
JHBSX Edward Jones IRA (1) ⇒ John Hancock Bond Cl R6 (JHBSX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
ABNDX Edward Jones IRA (3) ⇒ American Bond Fund of Amer A (ABNDX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
SVAAX Edward Jones IRA (1) ⇒ Federated Strategic Val Div A (SVAAX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
IBM TD Ameritrade ⇒ International Business Machines Corporation (IBM) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
NFLX TD Ameritrade ⇒ Netflix, Inc. (NFLX) [ST]Stocks | $1,001 - $15,000 | SP | 2022 | ||
SBUX TD Ameritrade ⇒ Starbucks Corporation (SBUX) [ST]Stocks | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2022 |
KHC TD Ameritrade ⇒ The Kraft Heinz Company (KHC) [ST]Stocks | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2022 |
FKASX Edward Jones IRA (1) ⇒ Federated Kaufmann Sm Cap A (FKASX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
FGFAX Edward Jones IRA (1) ⇒ Federated INTL Leaders A (FGFAX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
CAPAX Edward Jones IRA (1) ⇒ Federated Capital Income A (CAPAX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
IBM Merrill Lynch Brokerage Account ⇒ International Business Machines Corporation (IBM) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
PFE Merrill Lynch Brokerage Account ⇒ Pfizer, Inc. (PFE) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
TMVWY NextGen APX Labs LLC ⇒ TEAMVIEWER SE UNSP/ADR (TMVWY) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Interest | 2022 | |
1 Edward Jones IRA (1) ⇒ Retirement Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
TBCIX Edward Jones IRA (1) ⇒ T Rowe Price Blue Chip Growth Cl I (TBCIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
TIDDX Edward Jones IRA (1) ⇒ T Rowe Price International Discovery Cl I (TIDDX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
VWO Edward Jones IRA (1) ⇒ Vanguard FTSE Emerging Markets ETF (VWO) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
VEVRX Edward Jones IRA (1) ⇒ Victory Sycamore Established Value Cl R6 (VEVRX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
AMCPX Edward Jones IRA (2) ⇒ American AMCAP A (AMCPX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
ABNDX Edward Jones IRA (2) ⇒ American Bond Fund of Amer A (ABNDX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
FSHIX Edward Jones Joint Brokerage Account ⇒ Federated Sh-Interim Muni A (FSHIX) [MF]Mutual Funds | None | JT | $201 - $1,000 | Dividends | 2022 |
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