Trade Volume by Year
No trades on record.
Top Traded Sectors
No sector data.
Recent Trades
No trades on record for this member.
Net Worth KeyVex estimate
How to read this. A disclosure gives assets and debts as ranges, not figures. The low ends add up to a floor and the high ends to a ceiling; where a figure is headlined it is the midpoint of the two (the method OpenSecrets used for its net-worth rankings and NOTUS uses today), our arithmetic, not a number Kristen McDonald Rivet reported. The form does not ask for everything: a home that earns no rent, cars and furnishings, and federal retirement accounts such as the Thrift Savings Plan need not be listed, while a member’s home mortgages must be. So a figure here can sit well below true net worth. Assets of a spouse and dependent children are included, as the form requires.
1 asset listed with no value (“Undetermined”, “Unascertainable”) is left out.
By Kind of Asset
- Mutual funds31 lines$1.1M
- Asset-backed securities1 line$750K
- 529 portfolio1 line$75K
- Fixed annuity1 line$75K
- Bank accounts, money market accounts & CDs2 lines$65K
Largest Disclosed Holdings
| Asset | Kind | Owner | Value as disclosed |
|---|---|---|---|
| T Rowe Price Retirement Fund 2040 | Asset-backed securities | — | $500,001 - $1,000,000 |
| Fidelity Global Fund Series T5 FE (FNDNX) | Mutual funds | Spouse | $100,001 - $250,000 |
| VTHRX Vanguard Target Retirement 2030 Fund (VTHRX) | Mutual funds | — | $100,001 - $250,000 |
| CAIBX Capital Income Builder Cl A Shs (CAIBX) | Mutual funds | Spouse | $50,001 - $100,000 |
| DODGX Dodge & Cox Stock Fund - Class I (DODGX) | Mutual funds | Spouse | $50,001 - $100,000 |
| FRDPX Franklin Managed Trust Rising Dividends Fund Cl A (FRDPX) | Mutual funds | Spouse | $50,001 - $100,000 |
| Michigan Education Savings Plan | 529 portfolio | Dependent child | $50,001 - $100,000 |
| Northwestern Mutual Annuity | Fixed annuity | — | $50,001 - $100,000 |
| PJFAX PGIM Jennison Growth Fund Class A (PJFAX) | Mutual funds | Spouse | $50,001 - $100,000 |
| TPINX Templeton Global Bond Fund Class A (TPINX) | Mutual funds | Joint | $50,001 - $100,000 |
| AWSHX Washington Mutual Invs Fd Cl A Shs (AWSHX) | Mutual funds | Joint | $50,001 - $100,000 |
| AEPGX American Funds EuroPacific Growth A (AEPGX) | Mutual funds | Spouse | $15,001 - $50,000 |
| Cash | Bank accounts, money market accounts & CDs | — | $15,001 - $50,000 |
| FKINX Franklin Income Fund Class A1 (FKINX) | Mutual funds | Spouse | $15,001 - $50,000 |
| ANCFX Fundamental Investors, Class A Shares (ANCFX) | Mutual funds | Spouse | $15,001 - $50,000 |
| TEDIX Mutual Global Discovery Fund Class A (TEDIX) | Mutual funds | Spouse | $15,001 - $50,000 |
| SSMHX State Street Small/Mid Cap Equity Index Portfolio (SSMHX) | Mutual funds | Spouse | $15,001 - $50,000 |
| TRMCX T. Rowe Price Mid-Cap Value Fund, Inc. (TRMCX) | Mutual funds | Spouse | $15,001 - $50,000 |
| United Bay Community Credit Union Account | Bank accounts, money market accounts & CDs | Joint | $15,001 - $50,000 |
| AEPGX American Funds EuroPacific Growth A (AEPGX) | Mutual funds | — | $1,001 - $15,000 |
| AEGFX American Funds EuroPacific Growth Cl F-1 Shs (AEGFX) | Mutual funds | — | $1,001 - $15,000 |
| AHITX American Funds High-Income Trust A (AHITX) | Mutual funds | Spouse | $1,001 - $15,000 |
| AIVSX American Funds Investment Co of America A (AIVSX) | Mutual funds | Spouse | $1,001 - $15,000 |
| MRDVX BlackRock Eq Dividend R (MRDVX) | Mutual funds | — | $1,001 - $15,000 |
| DODGX Dodge & Cox Stock Fund - Class I (DODGX) | Mutual funds | — | $1,001 - $15,000 |
