—
Net Worth Est.
$295.01KTrade volume
$0Total trades
-----Last Traded
----Whole/Universal Insurance
$107.5K
Mutual Funds
$75K
Exchange Traded Funds (ETF)
$48.5K
Stocks
$32K
Bank Accounts, Money Market Accounts and CDs
$16K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![New York Life Whole Life Insurance Policy [WU]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - New York Life Whole Life Insurance Policy [WU]Whole/Universal Insurance | $50,001 - $100,000 | 2019 | |||
FZAXX Fidelity Government Money Market Capital Reserves (FZAXX) [MF]Mutual Funds | $50,001 - $100,000 | SP | $1 - $200 | Interest | 2019 |
AMECX American Income Fund of America (AMECX) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2019 |
- New York Life Whole Life Insurance Policy [WU]Whole/Universal Insurance | $15,001 - $50,000 | 2019 | |||
DNP DNP Select Income Fund (DNP) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2019 |
MO Altria Group, Inc. (MO) [ST]Stocks | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2019 |
ACTHX Invesco High Yield Municipal Fund Class A (ACTHX) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2019 |
MDLZ Mondelez International, Inc. - Class A (MDLZ) [ST]Stocks | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2019 |
- Tennessee Valley Authority Series A Bond [GS]Government Securities and Agency Debt | $1,001 - $15,000 | SP | $201 - $1,000 | Interest | 2019 |
KHC The Kraft Heinz Company (KHC) [ST]Stocks | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2019 |
- United Bank of Iowa Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2019 |
VZ Verizon Communications Inc. (VZ) [ST]Stocks | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2019 |
- Bank of Iowa Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | Interest | 2019 | |
- OneOK Partners LP Unit LTD [PS]Stock (Not Publicly Traded) | $1,001 - $15,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends, Partnership Distribution | 2019 |
- Iowa Public Employees Retirement System [DB]Defined Benefit Pension | Undetermined | 2019 | |||
FZAXX Fidelity Government Money Market Capital Reserves (FZAXX) [MF]Mutual Funds | $50,001 - $100,000 | SP | $1 - $200 | Interest | 2018 |
- New York Life Whole Life Insurance Policy [WU]Whole/Universal Insurance | $50,001 - $100,000 | 2018 | |||
- New York Life Whole Life Insurance Policy [WU]Whole/Universal Insurance | $15,001 - $50,000 | 2018 | |||
AMECX American Income Fund of America (AMECX) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2018 |
KHC The Kraft Heinz Company (KHC) [ST]Stocks | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2018 |
MO Altria Group, Inc. (MO) [ST]Stocks | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2018 |
- Bank of Iowa Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | Interest | 2018 | |
DNP DNP Select Income Fund (DNP) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2018 |
ACTHX Invesco High Yield Municipal Fund Class A (ACTHX) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2018 |
MDLZ Mondelez International, Inc. - Class A (MDLZ) [ST]Stocks | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2018 |
- OneOK Partners LP Unit LTD [PS]Stock (Not Publicly Traded) | $1,001 - $15,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends, Partnership Distribution | 2018 |
- Tennessee Valley Authority Series A Bond [GS]Government Securities and Agency Debt | $1,001 - $15,000 | SP | $201 - $1,000 | Interest | 2018 |
- United Bank of Iowa Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2018 |
VZ Verizon Communications Inc. (VZ) [ST]Stocks | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2018 |
- Iowa Public Employees Retirement System [DB]Defined Benefit Pension | Undetermined | 2018 | |||
FZAXX Fidelity Government Money Market Capital Reserves (FZAXX) [MF]Mutual Funds | $50,001 - $100,000 | SP | $1 - $200 | Interest | 2017 |
- New York Life Whole Life Insurance Policy [WU]Whole/Universal Insurance | $50,001 - $100,000 | 2017 | |||
- New York Life Whole Life Insurance Policy [WU]Whole/Universal Insurance | $15,001 - $50,000 | 2017 | |||
AMECX American Income Fund of America (AMECX) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2017 |
- OneOK Partners LP Unit LTD [PS]Stock (Not Publicly Traded) | $1,001 - $15,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends, Partnership Distribution | 2017 |
- Tennessee Valley Authority Series A Bond [GS]Government Securities and Agency Debt | $1,001 - $15,000 | SP | $201 - $1,000 | Interest | 2017 |
KHC The Kraft Heinz Company (KHC) [ST]Stocks | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2017 |
- United Bank of Iowa Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2017 |
VZ Verizon Communications Inc. (VZ) [ST]Stocks | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2017 |
- Bank of Iowa Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | Interest | 2017 | |
MO Altria Group, Inc. (MO) [ST]Stocks | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2017 |
DNP DNP Select Income Fund (DNP) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2017 |
ACTHX Invesco High Yield Municipal Fund Class A (ACTHX) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2017 |
MDLZ Mondelez International, Inc. - Class A (MDLZ) [ST]Stocks | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2017 |
- Iowa Public Employees Retirement System [DB]Defined Benefit Pension | Undetermined | 2017 | |||
FZAXX Fidelity Government Money Market Capital Reserves (FZAXX) | $50,001 - $100,000 | $1 - $200 | Interest | 2016 | |
AMECX American Income Fund of America (AMECX) | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2016 |
- New York Life Whole Life Insurance Policy | $15,001 - $50,000 | 2016 | |||
- New York Life Whole Life Insurance Policy | $15,001 - $50,000 | 2016 | |||
ACTHX Invesco High Yield Municipal Fund Class A (ACTHX) | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2016 |
- United Bank of Iowa Accounts | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2016 |
VZ Verizon Communications Inc. (VZ) | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2016 |
DNP DNP Select Income Fund (DNP) | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2016 |
MDLZ Mondelez International, Inc. - Class A (MDLZ) | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2016 |
- Bank of Iowa Accounts | $1,001 - $15,000 | JT | Interest | 2016 | |
MO Altria Group, Inc. (MO) | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2016 |
- OneOK Partners LP Unit LTD | $1,001 - $15,000 | SP | $201 - $1,000 | Partnership Distribution | 2016 |
- Tennessee Valley Authority Series A Bond | $1,001 - $15,000 | SP | $201 - $1,000 | Interest | 2016 |
KHC The Kraft Heinz Company (KHC) | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2016 |
FTR Frontier Communications Corporation (FTR) | $1 - $1,000 | SP | $1 - $200 | Dividends | 2016 |
- Iowa Public Employees Retirement System | Undetermined | 2016 | |||
FZAXX Fidelity Government Money Market Capital Reserves (FZAXX) | $50,001 - $100,000 | $1 - $200 | Interest | 2015 | |
- New York Life Whole Life Insurance Policy | $15,001 - $50,000 | 2015 | |||
AMECX American Income Fund of America (AMECX) | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2015 |
- New York Life Whole Life Insurance Policy | $15,001 - $50,000 | 2015 | |||
- Bank of Iowa Accounts | $1,001 - $15,000 | JT | Interest | 2015 | |
KRFT Kraft Foods Group, Inc. (KRFT) | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2015 |
MDLZ Mondelez International, Inc. - Class A (MDLZ) | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2015 |
- Tennessee Valley Authority Series A Bond | $1,001 - $15,000 | SP | $201 - $1,000 | Interest | 2015 |
- United Bank of Iowa Accounts | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2015 |
VZ Verizon Communications Inc. (VZ) | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2015 |
- OneOK Partners LP Unit LTD | $1,001 - $15,000 | SP | 2015 | ||
MO Altria Group, Inc. (MO) | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2015 |
DNP DNP Select Income Fund (DNP) | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2015 |
ACTHX Invesco High Yield Municipal Fund Class A (ACTHX) | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2015 |
FTR Frontier Communications Corporation (FTR) | $1 - $1,000 | SP | $1 - $200 | Dividends | 2015 |
- Met Life Inc PFD SER B Bond | None | SP | $201 - $1,000 | Interest | 2015 |
- Iowa Public Employees Retirement System | Undetermined | 2015 | |||
FPRXX Prime Fund Capital Reserves Class (FPRXX) | None | SP | $1 - $200 | Dividends | 2015 |
- New York Life Whole Life Insurance Policy | $15,001 - $50,000 | 2014 | |||
FPRXX Prime Fund Capital Reserves Class (FPRXX) | $15,001 - $50,000 | SP | $1 - $200 | Dividends | 2014 |
AMECX American Income Fund of America (AMECX) | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2014 |
- New York Life Whole Life Insurance Policy | $15,001 - $50,000 | 2014 | |||
- Tennessee Valley Authority Series A Bond | $1,001 - $15,000 | SP | $201 - $1,000 | Interest | 2014 |
DNP DNP Select Income Fund (DNP) | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2014 |
ACTHX Invesco High Yield Municipal Fund Class A (ACTHX) | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2014 |
- United Bank of Iowa Accounts | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2014 |
KRFT Kraft Foods Group, Inc. (KRFT) | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2014 |
- Met Life Inc PFD SER B Bond | $1,001 - $15,000 | SP | $201 - $1,000 | Interest | 2014 |
MDLZ Mondelez International, Inc. - Class A (MDLZ) | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2014 |
- OneOK Partners LP Unit LTD | $1,001 - $15,000 | SP | 2014 | ||
MO Altria Group, Inc. (MO) | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2014 |
VZ Verizon Communications Inc. (VZ) | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2014 |
- Bank of Iowa Accounts | $1,001 - $15,000 | JT | Interest | 2014 | |
FTR Frontier Communications Corporation (FTR) | $1 - $1,000 | SP | $1 - $200 | Dividends | 2014 |
- Iowa Public Employees Retirement System | Undetermined | 2014 | |||
- New York Life Whole Life Insurance Policy | $15,001 - $50,000 | 2013 | |||
- New York Life Whole Life Insurance Policy | $15,001 - $50,000 | 2013 | |||
AMECX American Income Fund of America (AMECX) | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2013 |
FPRXX Prime Fund Capital Reserves Class (FPRXX) | $15,001 - $50,000 | SP | $1 - $200 | Dividends | 2013 |
MO Altria Group, Inc. (MO) | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2013 |
- Bank of Iowa Accounts | $1,001 - $15,000 | JT | Interest | 2013 | |
- OneOK Partners LP Unit LTD | $1,001 - $15,000 | SP | 2013 | ||
- Tennessee Valley Authority Series A Bond | $1,001 - $15,000 | SP | $201 - $1,000 | Interest | 2013 |
- United Bank of Iowa Accounts | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2013 |
VZ Verizon Communications Inc. (VZ) | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2013 |
DNP DNP Select Income Fund (DNP) | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2013 |
ACTHX Invesco High Yield Municipal Fund Class A (ACTHX) | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2013 |
KRFT Kraft Foods Group, Inc. (KRFT) | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2013 |
- Met Life Inc PFD SER B Bond | $1,001 - $15,000 | SP | $201 - $1,000 | Interest | 2013 |
FTR Frontier Communications Corporation (FTR) | $1 - $1,000 | SP | $1 - $200 | Dividends | 2013 |
- Ford Motor Credit Bond | None | SP | 2013 | ||
- Bank of America Bond | None | SP | $201 - $1,000 | Interest | 2013 |
- Iowa Public Employees Retirement System | Undetermined | 2013 | |||
- King Construction | None | 2013 |
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