—
Net Worth Est.
$949.51KTrade volume
$0Total trades
-----Last Traded
----Mutual Funds
$710.01K
Bank Accounts, Money Market Accounts and CDs
$191K
Exchange Traded Funds (ETF)
$48.5K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![UBS Bank Sweep Account [BA]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - UBS Bank Sweep Account [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $1 - $200 | Interest | 2021 |
LGILX Spouse Beneficiary IRA ⇒ Laudus Trust - Schwab Select Large Cap Growth Fund (LGILX) [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2021 | |
PRDGX Spouse Beneficiary IRA ⇒ T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2021 | |
TWEIX American Century Equity Income Fund (TWEIX) [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2021 |
GIBIX Guggenheim Total Return Bond Fund Institutional Class (GIBIX) [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2021 |
NFFFX Spouse Beneficiary IRA ⇒ American Funds New World Fund (NFFFX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
DODGX Spouse Beneficiary IRA ⇒ Dodge & Cox Stock Fund (DODGX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
FFRIX Spouse Beneficiary IRA ⇒ Fidelity Advisor Floating Rate High Income Fund (FFRIX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
FIJEX Spouse Beneficiary IRA ⇒ Frost Total Return Bond Fund Class Institutional (FIJEX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
GIBIX Spouse Beneficiary IRA ⇒ Guggenheim Total Return Bond Fund Institutional Class (GIBIX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
IWR Spouse Beneficiary IRA ⇒ iShares Russell Mid-Cap ETF (IWR) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
HFQIX Spouse Beneficiary IRA ⇒ Janus Henderson Global Equity Income Fund (HFQIX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
JIPIX Spouse Beneficiary IRA ⇒ John Hancock Funds Strategic Income Opportunities Fund (JIPIX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
MFEIX Spouse Beneficiary IRA ⇒ MFS Growth Fund (MFEIX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
MQGIX Spouse Beneficiary IRA ⇒ MFS International Growth Fund Class I (MQGIX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
PDVYX Spouse Beneficiary IRA ⇒ Putnam Diversified Income Trust (PDVYX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
TMCPX Spouse Beneficiary IRA ⇒ Touchstone Mid Cap Fund Class Y (TMCPX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
WACPX Spouse Beneficiary IRA ⇒ Western Asset Core Plus Bond Fund (WACPX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
PIFZX PGIM Short-Term Corporate Bond Fund (PIFZX) [MF]Mutual Funds | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2021 |
SHOIX Spouse Beneficiary IRA ⇒ American Beacon SiM High Yld Opps Fund (SHOIX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
TMCPX Touchstone Mid Cap Fund Class Y (TMCPX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2021 |
IWM iShares Russell 2000 ETF (IWM) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2021 |
BILPX BlackRock Event Driven Equity Fund Institutional Shares (BILPX) [MF]Mutual Funds | $1,001 - $15,000 | JT | 2021 | ||
IWM Spouse Beneficiary IRA ⇒ iShares Russell 2000 ETF (IWM) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Summit Federal Credit Union savings account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2021 |
PRDGX T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Capital Gains, Dividends | 2021 |
LGILX Laudus Trust - Schwab Select Large Cap Growth Fund (LGILX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $1,001 - $2,500 | Capital Gains | 2021 |
- Spouse Beneficiary IRA ⇒ Brokerage Sweep Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
FFRIX Fidelity Advisor Floating Rate High Income Fund (FFRIX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2021 |
- summit Federal Credit Union savings account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2020 |
- Summit Federal Credit Union savings account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2019 |
- summit Federal Credit Union savings accounts [Ba]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2018 |
- JPMorgan 529 College age-Based Portfolio [5P]529 Prepaid Tuition Plan | None | DC | 2018 | ||
- JPMorgan 529 College Age-Based Portfolio [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | DC | $201 - $1,000 | Interest | 2017 |
- Mobile Home [RP]Real Property | $1,001 - $15,000 | $2,501 - $5,000 | Rent | 2017 | |
- summit Federal Credit Union savings accounts [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2017 |
- JPMorgan 529 College Age-Based Portfolio | $1,001 - $15,000 | DC | $201 - $1,000 | Interest | 2016 |
- Mobile Home | $1,001 - $15,000 | $5,001 - $15,000 | Rent | 2016 | |
- Summit Federal Credit Union savings accounts | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2016 |
- JPMorgan 529 College Age-Based Portfolio | $1,001 - $15,000 | DC | $201 - $1,000 | Interest | 2015 |
- Mobile Home | $1,001 - $15,000 | $5,001 - $15,000 | Rent | 2015 | |
- Summit Federal Credit Union savings accounts | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2015 |
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