—
Net Worth Est.
$453KTrade volume
$0Total trades
-----Last Traded
----Exchange Traded Funds (ETF)
$315K
Mutual Funds
$97.5K
529 Prepaid Tuition Plan
$32.5K
Bank Accounts, Money Market Accounts and CDs
$8K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![Invesco QQQ TR Unit Ser 1 [EF]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Invesco QQQ TR Unit Ser 1 [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | $201 - $1,000 | Capital Gains, Dividends | 2021 | |
- iShares Core S&P Total US Stock [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | $201 - $1,000 | Capital Gains, Dividends | 2021 | |
- Fidelity IRA Account ⇒ Fidelity 500 Index Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Fidelity IRA Account ⇒ Invesco QQQ TR Unit Ser 1 [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Fidelity Rollover IRA ⇒ FIDELITY NASDAQ COMPOSITE INDEX [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Fidelity Rollover IRA ⇒ iShares Core S&P Total US Stock [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Fidelity 500 Index Fund [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2021 | |
- Fidelity Education Savings Plan ⇒ NH Fidelity 500 Index [5P]529 Prepaid Tuition Plan | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- USAA Checking and Savings Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2021 | |
- Fidelity Education Savings Plan ⇒ NH College Port. (Fidelity Index) [5P]529 Prepaid Tuition Plan | None | Tax-Deferred | 2021 | ||
- Kaiser Permanente Salaried Retirement Plan [DB]Defined Benefit Pension | None | 2021 | |||
- Maryland Employees' Pension System - Alternate Contributory Benefit [DB]Defined Benefit Pension | Undetermined | 2021 | |||
- Maryland Legislative Pension [DB]Defined Benefit Pension | Undetermined | $201 - $1,000 | Pension Annuity | 2021 | |
- Fidelity Education Savings Plan ⇒ NH College Port. (Fidelity Index) [5P]529 Prepaid Tuition Plan | $100,001 - $250,000 | Tax-Deferred | 2020 | ||
- Invesco QQQ TR Unit Ser 1 [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | $201 - $1,000 | Capital Gains, Dividends | 2020 | |
- iShares Core S&P Total US Stock [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2020 | |
- Fidelity IRA Account ⇒ Invesco QQQ TR Unit Ser 1 [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Fidelity 500 Index Fund [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2020 | |
- USAA Checking and Savings Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2020 | |
- Fidelity IRA Account ⇒ Fidelity 500 Index Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Maryland Legislative Pension [DB]Defined Benefit Pension | Undetermined | 2020 | |||
- Prepaid College Trust ⇒ University Plan - 4 Years [5P]529 Prepaid Tuition Plan | None | Tax-Deferred | 2020 | ||
- USAA IRA Account ⇒ USAA NASDAQ-100 Index Fund [MF]Mutual Funds | None | Tax-Deferred | 2020 | ||
- USAA IRA Account ⇒ USAA S&P 500 Index Fund Member Shares [MF]Mutual Funds | None | Tax-Deferred | 2020 | ||
- USAA NASDAQ-100 Index Fund [MF]Mutual Funds | None | $1,001 - $2,500 | Capital Gains | 2020 | |
- USAA S&P 500 Index Fund Member Shares [MF]Mutual Funds | None | Capital Gains | 2020 | ||
- College Investment Plan ⇒ Portfolio for Education Today [5P]529 Prepaid Tuition Plan | None | Tax-Deferred | 2020 | ||
- Kaiser Permanente Salaried Retirement Plan [DB]Defined Benefit Pension | Undetermined | 2020 | |||
- College Investment Plan ⇒ Portfolio for Education Today [5P]529 Prepaid Tuition Plan | None | Tax-Deferred | 2020 | ||
- Fidelity Education Savings Plan ⇒ NH College Port. (Fidelity Index) [5P]529 Prepaid Tuition Plan | None | Tax-Deferred | 2020 | ||
- Fidelity IRA Account ⇒ USAA NASDAQ-100 Index Fund [MF]Mutual Funds | None | $201 - $1,000 | Capital Gains | 2020 | |
- Fidelity IRA Account ⇒ USAA S&P 500 Index Fund Member Shares [MF]Mutual Funds | None | Capital Gains | 2020 | ||
- Maryland Employees' Pension System - Alternate Contributory Benefit [DB]Defined Benefit Pension | Undetermined | 2020 | |||
- College Investment Plan ⇒ Portfolio for College [5P]529 Prepaid Tuition Plan | $50,001 - $100,000 | Tax-Deferred | 2019 | ||
- College Investment Plan ⇒ Portfolio for College [5P]529 Prepaid Tuition Plan | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- USAA NASDAQ 100 Index Fund [MF]Mutual Funds | $15,001 - $50,000 | $1 - $200 | Capital Gains, Dividends | 2019 | |
- USAA S&P 500 Index Fund Member Shares [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2019 | |
- Prepaid College Trust ⇒ University Plan - 4 Years [5P]529 Prepaid Tuition Plan | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- USAA IRA Account ⇒ USAA S&P 500 Index Fund Member Shares [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- USAA Checking and Savings Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2019 | |
- USAA IRA Account ⇒ USAA NASDAQ-100 Index Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- USAA IRA Account ⇒ USAA Aggressive Growth Fund [MF]Mutual Funds | None | $201 - $1,000 | Capital Gains | 2019 | |
- Maryland Employees' Pension System - Alternate Contributory Benefit [DB]Defined Benefit Pension | Undetermined | 2019 | |||
- Maryland Legislative Pension [DB]Defined Benefit Pension | Undetermined | 2019 | |||
- USAA Growth Fund [MF]Mutual Funds | None | $2,501 - $5,000 | Capital Gains | 2019 | |
- USAA IRA Account ⇒ USAA Growth Fund [MF]Mutual Funds | None | $201 - $1,000 | Capital Gains | 2019 | |
- College Investment Plan ⇒ Portfolio for College [5P]529 Prepaid Tuition Plan | $50,001 - $100,000 | Tax-Deferred | 2018 | ||
- College Investment Plan ⇒ Portfolio for College [5P]529 Prepaid Tuition Plan | $15,001 - $50,000 | Tax-Deferred | 2018 | ||
- Prepaid College Trust ⇒ University Plan - 4 Years [5P]529 Prepaid Tuition Plan | $15,001 - $50,000 | Tax-Deferred | 2018 | ||
- USAA Checking and Savings Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2018 | |
- USAA IRA Account ⇒ USAA NASDAQ-100 Index Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- USAA IRA Account ⇒ USAA S&P 500 Index Fund Member Shares [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- Maryland Legislative Pension [DB]Defined Benefit Pension | Undetermined | 2018 | |||
- Maryland Employees' Pension System - Alternate Contributory Benefit [DB]Defined Benefit Pension | Undetermined | 2018 | |||
- College Investment Plan ⇒ Portfolio 2018 [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2017 | ||
- College Investment Plan ⇒ Portfolio for College [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
- Prepaid College Trust ⇒ University Plan - 4 Years [5P]529 Prepaid Tuition Plan | $15,001 - $50,000 | 2017 | |||
- USAA Checking and Savings Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2017 | |
- Maryland Legislative Pension [DB]Defined Benefit Pension | Undetermined | 2017 | |||
- Maryland Employees' Pension System-Alternate Contributory Benefit [PE]Pensions | Undetermined | 2017 |
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