—
Net Worth Est.
$997.52KTrade volume
$0Total trades
-----Last Traded
----Mutual Funds
$494.52K
Bank Accounts, Money Market Accounts and CDs
$191K
Exchange Traded Funds (ETF)
$150K
Other
$130K
Whole/Universal Insurance
$32K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![Capitol One Savings [BA]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Capitol One Savings [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $1,001 - $2,500 | Interest | 2023 |
- Vanguard Mutual Fund Brokerage Account ⇒ Vanguard Total International Stock ETF [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | Dividends | 2023 | ||
- Vanguard Mutual Fund Brokerage Account ⇒ Vanguard Total Stock Market ETF [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | Dividends | 2023 | ||
- Vanguard Retirement ⇒ Vanguard Total Stock Market Index Fund Institutional Plus Shares [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2023 | |
- Vanguard Retirement ⇒ Vanguard Institutional Total International Stock Market index Trust II [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
- Vanguard Retirement ⇒ Vanguard Total Bond Market II Index Fund Institutional Shares [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
- Equitable Structured Capital Strategies 16B NASDAQ 100 1yr. 10% Buffer [OT]Other | $15,001 - $50,000 | 2023 | |||
- Vanguard Mutual Fund Brokerage Account ⇒ Vanguard Long-Term Tax-Exempt Fund Admiral Shares [MF]Mutual Funds | $15,001 - $50,000 | Dividends | 2023 | ||
VFORX HSA ⇒ Vanguard Target Retirement 2040 Fund (VFORX) [MF]Mutual Funds | $15,001 - $50,000 | Dividends | 2023 | ||
- T.Rowe Price 401K ⇒ T Rowe Price US Value Equity Tr-Z [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
- Equitable Structured Capital Strategies 16B Russell 2000 5yr. Annual Lock 10% Buffer [OT]Other | $15,001 - $50,000 | 2023 | |||
- Equitable Structured Capital Strategies 16B S&P 500 1yr. 10% Buffer [OT]Other | $15,001 - $50,000 | 2023 | |||
- Equitable Structured Capital Strategies 16B S&P 500 5yr. Annual Lock 10% Buffer [OT]Other | $15,001 - $50,000 | 2023 | |||
- T.Rowe Price 401K ⇒ T Rowe Price Growth Stock Tr-Z [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
- Vanguard Mutual Fund Brokerage Account ⇒ Vanguard Intermediate-Term Tax Exempt Fund Admiral Shares [MF]Mutual Funds | $15,001 - $50,000 | Dividends | 2023 | ||
- T.Rowe Price 401K ⇒ T Rowe Price Equity Index Tr-Z [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- T.Rowe Price 401K ⇒ T Rowe Price International Core Eq Tr-Z [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- T.Rowe Price 401K ⇒ T Rowe Price International Val Eq Tr-Z [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- Vanguard 529 Target Enrollment 2034/2035 Portfolio ⇒ Vanguard Total Bond Market II Index Fund Institutional Shares [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Vanguard 529 Target Enrollment 2034/2035 Portfolio ⇒ Vanguard Total International Bond Index Fund Institutional Shares [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Vanguard 529 Target Enrollment 2034/2035 Portfolio ⇒ Vanguard Total International Stock Index Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Vanguard 529 Target Enrollment 2034/2035 Portfolio ⇒ Vanguard Total Stock Market Institutional Select [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Vanguard Mutual Fund Brokerage Account ⇒ Vanguard Limited Tax-Exempt Fund Admiral Shares [MF]Mutual Funds | $1,001 - $15,000 | Dividends | 2023 | ||
- Vanguard Retirement ⇒ Vanguard Total International Bond II Index Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
VTINX HSA ⇒ Vanguard Target Retirement Income Fund (VTINX) [MF]Mutual Funds | $1,001 - $15,000 | Dividends | 2023 | ||
VBMPX HSA ⇒ Vanguard Total Bond Market Insti Plus Shares (VBMPX) [MF]Mutual Funds | $1,001 - $15,000 | Dividends | 2023 | ||
VTPSX HSA ⇒ Vanguard Total Intl Stock Index Fund Institutional Plus (VTPSX) [MF]Mutual Funds | $1,001 - $15,000 | Dividends | 2023 | ||
- Merrill Edge 529 ⇒ BlackRock Advantage International Instl [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Merrill Edge 529 ⇒ BlackRock Advantage Large Cap Gr Instl [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Bank of America Checking [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2023 | |
- Merrill Edge 529 ⇒ BlackRock Capitol Appreciation Instl [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Bank of America Savings [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2023 | |
- Equitable Brightlife Grow Series 155 Core Russell 2000 1yr. [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2023 | |||
- Equitable Brightlife Grow Series 155 Core S&P 500 1yr. [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2023 | |||
- Equitable Brightlife Grow Series 155 Guaranteed Interest [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2023 | |||
- Equitable Brightlife Grow Series Core S&P 500 3yr. [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2023 | |||
VIIIX HSA ⇒ Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) [MF]Mutual Funds | $1,001 - $15,000 | Dividends | 2023 | ||
VBIRX HSA ⇒ Vanguard Short-Term Bond Index Fund Admiral Shares (VBIRX) [MF]Mutual Funds | $1,001 - $15,000 | Dividends | 2023 | ||
- Merrill Edge 529 ⇒ BlackRock Equity Dividend Instl [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Merrill Edge 529 ⇒ BlackRock International Instl [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Merrill Edge 529 ⇒ BlackRock Large Cap Focus Value Instl [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Merrill Edge 529 ⇒ BlackRock Strategic Income Opps Instl [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Merrill Edge 529 ⇒ BlackRock Total Return Instl [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Merrill Edge 529 ⇒ IShares MSCI Total Intl Idx Instl [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Merrill Edge 529 ⇒ IShares S&P 500 Index [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Rental [RP]Real Property | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Rent | 2022 |
- Vanguard Mutual Fund Brokerage Account ⇒ Vanguard Total Stock Market ETF [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | $1 - $200 | Dividends | 2022 | |
- Bank of America Checking [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $1 - $200 | Interest | 2022 | |
- Vanguard Mutual Fund Brokerage Account ⇒ Vanguard Total International Stock ETF [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | Dividends | 2022 | ||
- Vanguard Retirement ⇒ Vanguard Total Stock Market Index Fund Institutional Plus Shares [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2022 | |
- T.Rowe Price 401K ⇒ T Rowe Price US Value Equity Tr-Z [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
- Vanguard Retirement ⇒ Vanguard Institutional Total International Stock Market index Trust II [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
- Vanguard Retirement ⇒ Vanguard Total Bond Market II Index Fund Institutional Shares [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
- Equitable Structured Capital Strategies 16B S&P 500 1yr. 10% Buffer [OT]Other | $15,001 - $50,000 | 2022 | |||
- Equitable Structured Capital Strategies 16B Russell 2000 5yr. Annual Lock 10% Buffer [OT]Other | $15,001 - $50,000 | 2022 | |||
- Equitable Structured Capital Strategies 16B S&P 500 5yr. Annual Lock 10% Buffer [OT]Other | $15,001 - $50,000 | 2022 | |||
- Bank of America Savings [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2022 | |
- Equitable Structured Capital Strategies 16B NASDAQ 100 1yr. 10% Buffer [OT]Other | $15,001 - $50,000 | 2022 | |||
- T.Rowe Price 401K ⇒ T Rowe Price Growth Stock Tr-Z [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
- T.Rowe Price 401K ⇒ T Rowe Price Equity Index Tr-Z [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- T.Rowe Price 401K ⇒ T Rowe Price International Core Eq Tr-Z [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- T.Rowe Price 401K ⇒ T Rowe Price International Val Eq Tr-Z [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Vanguard 529 Target Enrollment 2034/2035 Portfolio ⇒ Vanguard Total Bond Market II Index Fund Institutional Shares [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Vanguard 529 Target Enrollment 2034/2035 Portfolio ⇒ Vanguard Total International Bond Index Fund Institutional Shares [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Vanguard 529 Target Enrollment 2034/2035 Portfolio ⇒ Vanguard Total International Stock Index Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Vanguard 529 Target Enrollment 2034/2035 Portfolio ⇒ Vanguard Total Stock Market Institutional Select [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Vanguard Mutual Fund Brokerage Account ⇒ Vanguard Intermediate-Term Tax Exempt Fund Admiral Shares [MF]Mutual Funds | $1,001 - $15,000 | Dividends | 2022 | ||
- Vanguard Mutual Fund Brokerage Account ⇒ Vanguard Limited Tax-Exempt Fund Admiral Shares [MF]Mutual Funds | $1,001 - $15,000 | Dividends | 2022 | ||
- Vanguard Mutual Fund Brokerage Account ⇒ Vanguard Long-Term Tax-Exempt Fund Admiral Shares [MF]Mutual Funds | $1,001 - $15,000 | Dividends | 2022 | ||
- Vanguard Retirement ⇒ Vanguard Total International Bond II Index Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Merrill Edge 529 ⇒ IShares S&P 500 Index [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Merrill Edge 529 ⇒ BlackRock Strategic Income Opps Instl [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Equitable Brightlife Grow Series 155 Core Russell 2000 1yr. [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2022 | |||
- Equitable Brightlife Grow Series 155 Core S&P 500 1yr. [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2022 | |||
- Equitable Brightlife Grow Series 155 Guaranteed Interest [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2022 | |||
- Equitable Brightlife Grow Series Core S&P 500 3yr. [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2022 | |||
- Merrill Edge 529 ⇒ BlackRock Advantage International Instl [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Merrill Edge 529 ⇒ BlackRock Advantage Large Cap Gr Instl [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Merrill Edge 529 ⇒ BlackRock Capitol Appreciation Instl [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Merrill Edge 529 ⇒ BlackRock Equity Dividend Instl [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Merrill Edge 529 ⇒ BlackRock International Instl [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Merrill Edge 529 ⇒ BlackRock Total Return Instl [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Merrill Edge 529 ⇒ IShares MSCI Total Intl Idx Instl [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Merrill Edge 529 ⇒ BlackRock Large Cap Focus Value Instl [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Rental [RP]Real Property | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Rent | 2021 |
- Bank of America Savings [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | $1 - $200 | Interest | 2021 | |
- Vanguard ⇒ Vanguard Retirement [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2021 | |
- T.Rowe Price 401K ⇒ T.Rowe Price 401K [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2021 | |
- Bank of America Checking [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | $1 - $200 | Interest | 2021 | |
- Merrill Edge 529 ⇒ College Savings Plan - ME Blackrock 0-7 Years Direct [OT]Other | $50,001 - $100,000 | 2021 | |||
- Equitable Structured Capital Strategies 16B S&P 500 5yr. Annual Lock 10% Buffer [OT]Other | $15,001 - $50,000 | 2021 | |||
- Equitable Structured Capital Strategies 16B NASDAQ 100 1yr. 10% Buffer [OT]Other | $15,001 - $50,000 | 2021 | |||
- Equitable Structured Capital Strategies 16B Russell 2000 5yr. Annual Lock 10% Buffer [OT]Other | $15,001 - $50,000 | 2021 | |||
- Equitable Structured Capital Strategies 16B S&P 500 1yr. 10% Buffer [OT]Other | $15,001 - $50,000 | 2021 | |||
- Equitable Brightlife Grow Series Core S&P 500 3yr. [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2021 | |||
- Equitable Brightlife Grow Series 155 Guaranteed Interest [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2021 | |||
- Equitable Brightlife Grow Series 155 Core S&P 500 1yr. [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2021 | |||
- Equitable Brightlife Grow Series 155 Core Russell 2000 1yr. [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2021 | |||
- Vanguard 529 College Savings Account [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Bank of America Checking [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | $1 - $200 | Interest | 2020 | |
- Vanguard ⇒ Vanguard [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2020 | |
- T.Rowe Price 401K ⇒ T.Rowe Price 401K [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2020 | |
- Merrill Edge 529 ⇒ College Savings Plan - ME Blackrock 0-7 Years Direct [OT]Other | $50,001 - $100,000 | 2020 | |||
- Equitable Structured Capital Strategies 16B NASDAQ 100 1yr. 10% Buffer [OT]Other | $15,001 - $50,000 | 2020 | |||
- Equitable Structured Capital Strategies 16B S&P 500 1yr. 10% Buffer [OT]Other | $15,001 - $50,000 | 2020 | |||
- Equitable Structured Capital Strategies 16B S&P 500 5yr. Annual Lock 10% Buffer [OT]Other | $15,001 - $50,000 | 2020 | |||
- Equitable Structured Capital Strategies 16B Russell 2000 5yr. Annual Lock 10% Buffer [OT]Other | $1,001 - $15,000 | 2020 | |||
- Equitable Brightlife Grow Series 155 Core S&P 500 1yr. [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2020 | |||
- Equitable Brightlife Grow Series 155 Core Russell 2000 1yr. [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2020 | |||
- Bank of America Savings [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2020 | |
- Equitable Brightlife Grow Series Core S&P 500 3yr. [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2020 | |||
- Equitable Brightlife Grow Series 155 Guaranteed Interest [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2020 | |||
- T.RowePrice 401k ⇒ Retirement 2045 Fund [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2019 | ||
- T.Rowe Price 401K ⇒ T.Rowe Price 401K [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2019 | |
- Merrill Edge 529 ⇒ College Savings Plan - ME Blackrock 0-7 Years Direct [OT]Other | $50,001 - $100,000 | 2019 | |||
- AXA Structured Capital Strategies 16B S&P 500 5yr. Annual Lock 10% Buffer [OT]Other | $15,001 - $50,000 | 2019 | |||
- AXA Structured Capital Strategies 16B NASDAQ 100 1yr. 10% Buffer [OT]Other | $15,001 - $50,000 | 2019 | |||
- AXA Structured Capital Strategies 16B S&P 500 1yr. 10% Buffer [OT]Other | $15,001 - $50,000 | 2019 | |||
- Bank of America Checking [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2019 | |
- Vanguard ⇒ Vanguard [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
- AXA Brightlife Grow Series 155 Guaranteed Interest [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2019 | |||
- AXA Brightlife Grow Series Core S&P 500 3yr. [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2019 | |||
- AXA Brightlife Grow Series 155 Core S&P 500 1yr. [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2019 | |||
- AXA Structured Capital Strategies 16B Russell 2000 5yr. Annual Lock 10% Buffer [OT]Other | $1,001 - $15,000 | 2019 | |||
- Bank of America Savings [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2019 | |
- AXA Brightlife Grow Series 155 Core Russell 2000 1yr. [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2019 |
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