—
Net Worth Est.
$6.05MTrade volume
$0Total trades
-----Last Traded
----Mutual Funds
$4.86M
Stocks
$473.5K
Fixed Annuity
$407.5K
Bank Accounts, Money Market Accounts and CDs
$204.51K
529 Prepaid Tuition Plan
$75K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![Fidelity Rollover IRA ⇒ Fidelity Puritan [MF]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Fidelity Rollover IRA ⇒ Fidelity Puritan [MF]Mutual Funds | $500,001 - $1,000,000 | SP | Tax-Deferred | 2021 | |
- Georgia State University ORP ⇒ TIAA-CREF Lifecycle 2030 Fund [MF]Mutual Funds | $250,001 - $500,000 | Tax-Deferred | 2021 | ||
- Fidelity Deferred Annuity ⇒ Fidelity VIP Total Market Index [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2021 | |
- Western Southern SmartSelect Annuity [FN]Fixed Annuity | $250,001 - $500,000 | SP | Tax-Deferred | 2021 | |
- Fidelity Brokerage Account 2 ⇒ Fidelity Zero Total Market Index [MF]Mutual Funds | $250,001 - $500,000 | SP | $2,501 - $5,000 | Capital Gains, Dividends | 2021 |
- Fidelity Brokerage Account 2 ⇒ Fidelity Intermediate Muni Income [MF]Mutual Funds | $250,001 - $500,000 | SP | $5,001 - $15,000 | Capital Gains, Dividends | 2021 |
- RELX Inc. US Salary Investment Plan (Retirement Plan) ⇒ Vanguard Target Retirement Trust Plus 2025 [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2021 | |
MCO Fidelity Brokerage Account 2 ⇒ Moody's Corporation (MCO) [ST]Stocks | $100,001 - $250,000 | SP | $201 - $1,000 | Dividends | 2021 |
- RELX Inc. US Salary Investment Plan (Retirement Plan) ⇒ Vanguard Target Retirement Trust Plus 2030 [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2021 | |
B Georgia State University 457(B) ⇒ TIAA CREF Lifecycle 2035 Fund [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2021 | ||
EXPGF Fidelity Brokerage Account 2 ⇒ Experian Plc Ordinary Shares (EXPGF) [ST]Stocks | $100,001 - $250,000 | SP | $1,001 - $2,500 | Dividends | 2021 |
- Fidelity Brokerage Account 2 ⇒ Fidelity Zero International Index [MF]Mutual Funds | $100,001 - $250,000 | SP | $2,501 - $5,000 | Dividends | 2021 |
- Fidelity Deferred Annuity ⇒ PIMCO VT Low Duration [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2021 | |
- Fidelity Deferred Annuity ⇒ Fidelity VIP International Index [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2021 | |
- Fidelity Brokerage Account 2 ⇒ Fidelity Total Market Index Premium Cl [MF]Mutual Funds | $50,001 - $100,000 | SP | $201 - $1,000 | Dividends | 2021 |
- Fidelity Brokerage Account 2 ⇒ Oakmark Fund Investor Class [MF]Mutual Funds | $50,001 - $100,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2021 |
ORCL Fidelity Brokerage Account 2 ⇒ Oracle Corporation (ORCL) [ST]Stocks | $50,001 - $100,000 | SP | $201 - $1,000 | Dividends | 2021 |
- Bank of America Adv Tiered Interest Checking [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | SP | $1 - $200 | Interest | 2021 |
- Fidelity Brokerage Account 4 ⇒ Fidelity Total Market Index Premium Cl [MF]Mutual Funds | $50,001 - $100,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2021 | |
- Fidelity Brokerage Account 2 ⇒ Janus Henderson Forty T [MF]Mutual Funds | $50,001 - $100,000 | SP | $5,001 - $15,000 | Capital Gains, Dividends | 2021 |
- Fidelity Brokerage Account 4 ⇒ Fidelity Inflation Protected Bond Index Premium [MF]Mutual Funds | $50,001 - $100,000 | $2,501 - $5,000 | Dividends | 2021 | |
- Path2College Georgia 529 Plan ⇒ Aggressive Asset Allocation [5P]529 Prepaid Tuition Plan | $50,001 - $100,000 | SP | Tax-Deferred | 2021 | |
- Moody's Profit Participation Plan (Retirement) ⇒ FID Frdm INX 2025 [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2021 | |
- Fidelity Brokerage Account 4 ⇒ Fidelity Inter Treasury Bond Index Premium [MF]Mutual Funds | $50,001 - $100,000 | $1,001 - $2,500 | Dividends | 2021 | |
k Peach State Reserves 401(k) ⇒ Mid Cap Core Stock Index Fund [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
- Fidelity Brokerage Account 2 ⇒ Fidelity Growth Company [MF]Mutual Funds | $50,001 - $100,000 | SP | $5,001 - $15,000 | Dividends | 2021 |
- Moody's Profit Participation Plan (Retirement) ⇒ FID Frdm INX 2030 [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2021 | |
- Fidelity Brokerage Account 2 ⇒ Fidelity Limited Term Muni Income [MF]Mutual Funds | $50,001 - $100,000 | SP | $2,501 - $5,000 | Capital Gains, Dividends | 2021 |
- RELX Inc. US Salary Investment Plan (Retirement Plan) ⇒ Vanguard Target Retirement 2040 [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
- Georgia State University ORP ⇒ TIAA Traditional Annuity [FN]Fixed Annuity | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Fidelity Brokerage Account 2 ⇒ Fidelity 500 Index Premium Class [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2021 |
- Fidelity Brokerage Account 2 ⇒ Fidelity Government Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | SP | $1 - $200 | Dividends | 2021 |
- Fidelity Brokerage Account 2 ⇒ Janus Henderson Triton T [MF]Mutual Funds | $15,001 - $50,000 | SP | $5,001 - $15,000 | Capital Gains, Dividends | 2021 |
- Fidelity Brokerage Account 2 ⇒ T Rowe Price Health Sciences [MF]Mutual Funds | $15,001 - $50,000 | SP | $2,501 - $5,000 | Capital Gains, Dividends | 2021 |
VRSK Fidelity Brokerage Account 2 ⇒ Verisk Analytics, Inc. (VRSK) [ST]Stocks | $15,001 - $50,000 | SP | $1 - $200 | Dividends | 2021 |
- Fidelity Brokerage Account 3 ⇒ Fidelity Limited Term Muni Bonds [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2021 |
- Fidelity Brokerage Account 3 ⇒ Fidelity Zero Total Market Index [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2021 |
- Fidelity Brokerage Account 3 ⇒ T Rowe Price Health Sciences [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2021 |
- Fidelity Brokerage Account 4 ⇒ Fidelity International Index Premium Class [MF] DividendsMutual Funds | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, | 2021 | |
- Fidelity Brokerage Account 4 ⇒ Fidelity Real Estate Index Premium Cl [MF]Mutual Funds | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2021 | |
- Fidelity Inherited IRA ⇒ Fidelity Puritan [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
- Fidelity Roth IRA ⇒ Fidelity Puritan [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
- Georgia State University ORP ⇒ TIAA Real Estate Account [RE]Real Estate | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
k Peach State Reserves 401(k) ⇒ Large Cap Value Stock Index Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
k Peach State Reserves 401(k) ⇒ Lifecycle 2040 Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
B Peach State Reserves 457(B) ⇒ Large Cap Value Stock Index Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
B Peach State Reserves 457(B) ⇒ Lifecycle 2040 Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
B Peach State Reserves 457(B) ⇒ Mid Cap Core Stock Index Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Platinum Money Market Savings [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | SP | $1 - $200 | Interest | 2021 |
- Fidelity Inherited IRA ⇒ Fidelity Convertible Securities [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
- Edward Jones Investment Account ⇒ American Income Fund of America [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2021 | |
- Bank of America Reward Saving [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | $1 - $200 | Interest | 2021 |
- Edward Jones Investment Account ⇒ American Washington Mutual Investors [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2021 | |
- Edward Jones Investment Account ⇒ American Small Cap World Cl A [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2021 | |
- Fidelity Brokerage Account 4 ⇒ Fidelity Emerging Mkts Index Premium [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2021 | |
- Fidelity Brokerage Account 4 ⇒ Fidelity Cash Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2021 | |
TRU Fidelity Brokerage Account 2 ⇒ TransUnion (TRU) [ST]Stocks | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2021 |
- Bank of America Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | 2021 | |||
B Peach State Reserves 457(B) ⇒ Small Cap Core Stock Index Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
JSNSF Fidelity Brokerage Account 2 ⇒ J Sainsbury Plc Ord Ordinary Shares (JSNSF) [ST]Stocks | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2021 |
- Fidelity Cash Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | 2021 | |||
- Edward Jones Investment Account ⇒ Edward Jones Money Market Investment Shares [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | 2021 | |||
- Bank of America Interest Checking [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | $1 - $200 | Interest | 2021 |
- Fidelity Inherited IRA ⇒ Fidelity Govt Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Edward Jones Investment Account ⇒ American Growth Fund of America [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2021 | |
- Edward Jones Investment Account ⇒ American New World CL A [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2021 | |
- Wright Patman Congressional Federal Credit Union Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2021 | |
k Peach State Reserves 401(k) ⇒ Target Maturity Bond Fund 2024 [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
k Peach State Reserves 401(k) ⇒ Target Maturity Bond Fund 2022 [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Fidelity Inherited IRA ⇒ Fidelity Intermediate Treasury Bond Index Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Bank of America Joint Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | 2021 | ||
- Fidelity Brokerage Account 2 ⇒ Fidelity Puritan [MF]Mutual Funds | None | SP | $2,501 - $5,000 | Capital Gains, Dividends | 2021 |
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