—
Net Worth Est.
$1.59MTrade volume
$0Total trades
-----Last Traded
----Pensions
$765.01K
529 Prepaid Tuition Plan
$525K
Stocks
$89K
Mutual Funds
$74.51K
Whole/Universal Insurance
$64.5K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![Pennsylvania 529 for Dependent Child 2 ⇒ Pennsylvania Guaranteed Savings Plan [5P]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Pennsylvania 529 for Dependent Child 2 ⇒ Pennsylvania Guaranteed Savings Plan [5P]529 Prepaid Tuition Plan | $100,001 - $250,000 | DC | Tax-Deferred | 2023 | |
- Pennsylvania 529 for Dependent Child 3 ⇒ Pennsylvania Guaranteed Savings Plan [5P]529 Prepaid Tuition Plan | $100,001 - $250,000 | DC | Tax-Deferred | 2023 | |
- Pennsylvania 529 Dependent Child 1 ⇒ Pennsylvania Guaranteed Savings Plan [5P]529 Prepaid Tuition Plan | $100,001 - $250,000 | DC | Tax-Deferred | 2023 | |
- SEP (self-employed) IRA ⇒ TIAA-Cref Lifecycle 2040--Retirement [PE]Pensions | $100,001 - $250,000 | Tax-Deferred | 2023 | ||
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ CREF-Equity Index [PE]Pensions | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ Vanguard Institutional Index Fund [PE]Pensions | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ CREF Stock [PE]Pensions | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
- TIAA-Cref retirement plans ⇒ NSHE Defined Contribution Retirement - Vanguard 2040 [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ TIAA-Cref Midcap Growth Fund [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- TIAA-Cref retirement plans ⇒ NSHE 401a/414H Retirement Plan ⇒ Cref Equity Index [PE]Pensions | $15,001 - $50,000 | DC | Tax-Deferred | 2023 | |
OZRK IRA ⇒ Bank of the Ozarks (OZRK) [ST]Stocks | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
BRK.B IRA ⇒ Berkshire Hathaway Inc. New (BRK.B) [IH]IRA (Held in Cash) | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
CAT IRA ⇒ Caterpillar, Inc. (CAT) [ST]Stocks | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ TIAA-Cref Real Estate Securities Fund [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ TIAA-Cref Midcap Value Fund [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ TIAA Real Estate Fund [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Ameritas Life Insurance Variable Life Insurance ⇒ Fidelity Growth [WU]Whole/Universal Insurance | $15,001 - $50,000 | 2023 | |||
- University of California Retirement Program ⇒ UC Domestic Equity Index Fund [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Pacific Life TSA/403b ⇒ Optimal Aggressive Growth Fund [OT]Other | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ Cref Global Equities [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ Cref Bond Market [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Ameritas Life Insurance Variable Life Insurance ⇒ Calvert NASDAQ 100 Index Fund [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2023 | |||
- Ameritas Life Insurance Variable Life Insurance ⇒ Calvert S&P 500 Index Fund [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2023 | |||
- Ameritas Life Insurance Variable Life Insurance ⇒ Fidelity Contrafund [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2023 | |||
- Ameritas Life Insurance Variable Life Insurance ⇒ Fidelity Equity Income Fund [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2023 | |||
- Bankers Trust Checking Account [BA] [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2023 | |
- College Savings 529 Dependent Child 3 ⇒ Vanguard Institutional Total Stock Market Index Fund [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2023 | |
- College Savings 529 Dependent Child 3 ⇒ Vanguard Total International Stock Index Fund [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2023 | |
- College Savings Iowa 529 Dependent Child 1 ⇒ Vanguard Institutional Total Stock Market Index Fund [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2023 | |
- College Savings Iowa 529 Dependent Child 1 ⇒ Vanguard Total International Stock Index Fund [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2023 | |
- College Savings Iowa 529 Dependent Child 2 ⇒ Income Portfolio [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2023 | |
- College Savings Iowa 529 Dependent Child 2 ⇒ Total Domestic Stock Index Portfolio [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2023 | |
- College Savings Iowa 529 Dependent Child 2 ⇒ Vangard Total International Stock Index Fund [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2023 | |
COF IRA ⇒ Capital One Financial Corporation (COF) [ST]Stocks | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- IRA ⇒ CRE Global Equities R1 [MF]Mutual Funds | $1,001 - $15,000 | 2023 | |||
HTLD IRA ⇒ Heartland Express, Inc. (HTLD) [ST]Stocks | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- IRA ⇒ Tiaa-Cref Small Cap Bl Index Retirement [MF]Mutual Funds | $1,001 - $15,000 | 2023 | |||
PEP Roth IRA ⇒ Pepsico, Inc. (PEP) [ST]Stocks | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- TIAA-Cref retirement plans ⇒ NSHE 401a/414H Retirement Plan ⇒ Cref Bond Market [PE]Pensions | $1,001 - $15,000 | DC | Tax-Deferred | 2023 | |
- TIAA-Cref retirement plans ⇒ NSHE 401a/414H Retirement Plan ⇒ Cref Stock Fund [PE]Pensions | $1,001 - $15,000 | DC | Tax-Deferred | 2023 | |
- TIAA-Cref retirement plans ⇒ NSHE 401a/414H Retirement Plan ⇒ TIAA Real Estate [PE]Pensions | $1,001 - $15,000 | DC | Tax-Deferred | 2023 | |
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ Cref Inflation-Linked Bond [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ TIAA-Cref International Equity Fund [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ TIAA-Traditional [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- University of California Retirement Program ⇒ UC Bond [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- University of California Retirement Program ⇒ UC International Equity Index [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- University of California Retirement Program ⇒ UC Pathway 2035 Fund [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- University of California Retirement Program ⇒ UC Savings Fund [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- University of California Retirement Program ⇒ UC TIPS Fund [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
b University of California Retirement Program ⇒ University of CA 403(b) plan [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- College Savings Iowa 529 Dependent Child 2 ⇒ Bond Index Portfolio [MF]Mutual Funds | $1 - $1,000 | DC | Tax-Deferred | 2023 | |
- College Savings 529 Dependent Child 3 ⇒ Vanguard Total International Bond Index Fund [MF]Mutual Funds | $1 - $1,000 | DC | Tax-Deferred | 2023 | |
- College Savings 529 Dependent Child 3 ⇒ Vanguard Total Bond Market II Index Fund [MF]Mutual Funds | $1 - $1,000 | DC | Tax-Deferred | 2023 | |
- College Savings Iowa 529 Dependent Child 2 ⇒ Growth Portfolio [MF]Mutual Funds | $1 - $1,000 | DC | Tax-Deferred | 2023 | |
- University of California Retirement Program ⇒ UC Emerging Markets Equity [PE]Pensions | $1 - $1,000 | Tax-Deferred | 2023 | ||
- Roth IRA ⇒ REMS Real Estate Value Opportunity Fund Institutional [MF]Mutual Funds | $1 - $1,000 | Tax-Deferred | 2023 | ||
- Roth IRA ⇒ FDIC insured Bank Deposit [PE]Pensions | $1 - $1,000 | Tax-Deferred | 2023 | ||
- IRA ⇒ FDIC Insured Bank Deposit [IH]IRA (Held in Cash) | $1 - $1,000 | Tax-Deferred | 2023 | ||
- Royalty payments on previously published books [IP]Intellectual Property & Royalties | Undetermined | $201 - $1,000 | Royalties to book author | 2023 | |
- University of California Retirement Program ⇒ University of California Retirement Plan [PE]Pensions | Undetermined | 2023 | |||
- I Swear Book Agreement [IP]Intellectual Property & Royalties | Undetermined | $100,001 - $1,000,000 | Profit share | 2023 | |
- Pennsylvania 529 Dependent Child 1 ⇒ Pennsylvania Guaranteed Savings Plan [5P]529 Prepaid Tuition Plan | $100,001 - $250,000 | DC | Tax-Deferred | 2022 | |
- Pennsylvania 529 for Dependent Child 2 ⇒ Pennsylvania Guaranteed Savings Plan [5P]529 Prepaid Tuition Plan | $100,001 - $250,000 | DC | Tax-Deferred | 2022 | |
- Pennsylvania 529 for Dependent Child 3 ⇒ Pennsylvania Guaranteed Savings Plan [5P]529 Prepaid Tuition Plan | $100,001 - $250,000 | DC | Tax-Deferred | 2022 | |
- SEP (self-employed) IRA ⇒ TIAA-Cref Lifecycle 2040--Retirement [PE]Pensions | $100,001 - $250,000 | Tax-Deferred | 2022 | ||
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ CREF Stock [PE]Pensions | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ CREF-Equity Index [PE]Pensions | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ TIAA-Cref Midcap Value Fund [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- TIAA-Cref retirement plans ⇒ NSHE 401a/414H Retirement Plan ⇒ Cref Equity Index [PE]Pensions | $15,001 - $50,000 | DC | Tax-Deferred | 2022 | |
- TIAA-Cref retirement plans ⇒ NSHE Defined Contribution Retirement - Vanguard 2040 [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ TIAA-Cref Midcap Growth Fund [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Ameritas Life Insurance Variable Life Insurance ⇒ Fidelity Growth [WU]Whole/Universal Insurance | $15,001 - $50,000 | 2022 | |||
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ TIAA Real Estate Fund [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
OZRK IRA ⇒ Bank of the Ozarks (OZRK) [ST]Stocks | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2022 | |
- University of California Retirement Program ⇒ UC Domestic Equity Index Fund [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
BRK.B IRA ⇒ Berkshire Hathaway Inc. New (BRK.B) [IH]IRA (Held in Cash) | $15,001 - $50,000 | Dividends | 2022 | ||
CAT IRA ⇒ Caterpillar, Inc. (CAT) [ST]Stocks | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2022 | |
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ Vanguard Institutional Index Fund [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ TIAA-Cref Real Estate Securities Fund [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Pacific Life TSA/403b ⇒ Optimal Aggressive Growth Fund [OT]Other | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ Cref Global Equities [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- University of California Retirement Program ⇒ UC Bond [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Ameritas Life Insurance Variable Life Insurance ⇒ Calvert S&P 500 Index Fund [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2022 | |||
- Ameritas Life Insurance Variable Life Insurance ⇒ Fidelity Contrafund [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2022 | |||
- Ameritas Life Insurance Variable Life Insurance ⇒ Fidelity Equity Income Fund [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2022 | |||
- Bankers Trust Checking Account [BA] [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2022 | |
- College Savings 529 Dependent Child 3 ⇒ Vanguard Institutional Total Stock Market Index Fund [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2022 | |
- College Savings 529 Dependent Child 3 ⇒ Vanguard Total International Stock Index Fund [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2022 | |
- College Savings Iowa 529 Dependent Child 1 ⇒ Vanguard Institutional Total Stock Market Index Fund [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2022 | |
- College Savings Iowa 529 Dependent Child 1 ⇒ Vanguard Total International Stock Index Fund [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2022 | |
- College Savings Iowa 529 Dependent Child 2 ⇒ Total Domestic Stock Index Portfolio [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2022 | |
COF IRA ⇒ Capital One Financial Corporation (COF) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
HTLD IRA ⇒ Heartland Express, Inc. (HTLD) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
- IRA ⇒ Tiaa-Cref Small Cap Bl Index Retirement [MF]Mutual Funds | $1,001 - $15,000 | 2022 | |||
PEP Roth IRA ⇒ Pepsico, Inc. (PEP) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
- TIAA-Cref retirement plans ⇒ NSHE 401a/414H Retirement Plan ⇒ Cref Stock Fund [PE]Pensions | $1,001 - $15,000 | DC | Tax-Deferred | 2022 | |
- TIAA-Cref retirement plans ⇒ NSHE 401a/414H Retirement Plan ⇒ TIAA Real Estate [PE]Pensions | $1,001 - $15,000 | DC | Tax-Deferred | 2022 | |
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ Cref Bond Market [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ Cref Inflation-Linked Bond [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ TIAA-Cref International Equity Fund [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ TIAA-Traditional [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- University of California Retirement Program ⇒ UC International Equity Index [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- University of California Retirement Program ⇒ UC Pathway 2035 Fund [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- University of California Retirement Program ⇒ UC Savings Fund [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- University of California Retirement Program ⇒ UC TIPS Fund [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
b University of California Retirement Program ⇒ University of CA 403(b) plan [PE]Pensions | $1,001 - $15,000 | 2022 | |||
- IRA ⇒ CRE Global Equities R1 [MF]Mutual Funds | $1,001 - $15,000 | 2022 | |||
- Ameritas Life Insurance Variable Life Insurance ⇒ Calvert NASDAQ 100 Index Fund [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2022 | |||
- TIAA-Cref retirement plans ⇒ NSHE 401a/414H Retirement Plan ⇒ Cref Bond Market [PE]Pensions | $1,001 - $15,000 | DC | Tax-Deferred | 2022 | |
- College Savings Iowa 529 Dependent Child 2 ⇒ Income Portfolio [MF]Mutual Funds | $1 - $1,000 | DC | Tax-Deferred | 2022 | |
- College Savings Iowa 529 Dependent Child 2 ⇒ Growth Portfolio [MF]Mutual Funds | $1 - $1,000 | DC | Tax-Deferred | 2022 | |
- Roth IRA ⇒ REMS Real Estate Value Opportunity Fund Institutional [MF]Mutual Funds | $1 - $1,000 | Dividends | 2022 | ||
- College Savings Iowa 529 Dependent Child 2 ⇒ Bond Index Portfolio [MF]Mutual Funds | $1 - $1,000 | DC | Tax-Deferred | 2022 | |
- IRA ⇒ FDIC Insured Bank Deposit [IH]IRA (Held in Cash) | $1 - $1,000 | $1 - $200 | Interest | 2022 | |
- College Savings Iowa 529 Dependent Child 2 ⇒ Vangard Total International Stock Index Fund [MF]Mutual Funds | $1 - $1,000 | DC | Tax-Deferred | 2022 | |
- University of California Retirement Program ⇒ UC Emerging Markets Equity [PE]Pensions | $1 - $1,000 | Tax-Deferred | 2022 | ||
- College Savings 529 Dependent Child 3 ⇒ Vanguard Total International Bond Index Fund [MF]Mutual Funds | $1 - $1,000 | DC | Tax-Deferred | 2022 | |
- Roth IRA ⇒ FDIC insured Bank Deposit [PE]Pensions | $1 - $1,000 | Interest | 2022 | ||
- College Savings 529 Dependent Child 3 ⇒ Vanguard Total Bond Market II Index Fund [MF]Mutual Funds | $1 - $1,000 | DC | Tax-Deferred | 2022 | |
- University of California Retirement Program ⇒ University of California Retirement Plan [PE]Pensions | Undetermined | 2022 | |||
- I Swear Book Agreement [IP]Intellectual Property & Royalties | Undetermined | Profit share Not Applicable | 2022 | ||
- Royalty payments on previously published books [IP]Intellectual Property & Royalties | Undetermined | $1 - $200 | Royalties to book author | 2022 | |
- Pennsylvania 529 Dependent Child 1 ⇒ Pennsylvania Guaranteed Savings Plan [5P]529 Prepaid Tuition Plan | $100,001 - $250,000 | DC | Tax-Deferred | 2021 | |
- SEP (self-employed) IRA ⇒ TIAA-Cref Lifecycle 2040--Retirement [PE]Pensions | $100,001 - $250,000 | Tax-Deferred | 2021 | ||
- Pennsylvania 529 for Dependent Child 3 ⇒ Pennsylvania Guaranteed Savings Plan [5P]529 Prepaid Tuition Plan | $100,001 - $250,000 | DC | Tax-Deferred | 2021 | |
- Pennsylvania 529 for Dependent Child 2 ⇒ Pennsylvania Guaranteed Savings Plan [5P]529 Prepaid Tuition Plan | $100,001 - $250,000 | DC | Tax-Deferred | 2021 | |
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ CREF Stock [PE]Pensions | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ Vanguard Institutional Index Fund [PE]Pensions | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ CREF-Equity Index [PE]Pensions | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ TIAA Real Estate Fund [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Ameritas Life Insurance Variable Life Insurance ⇒ Calvert S&P 500 Index Fund [WU]Whole/Universal Insurance | $15,001 - $50,000 | 2021 | |||
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ TIAA-Cref Midcap Growth Fund [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ TIAA-Cref Real Estate Securities Fund [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ TIAA-Cref Midcap Value Fund [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- TIAA-Cref retirement plans ⇒ NSHE Defined Contribution Retirement - Vanguard 2040 [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
OZRK IRA ⇒ Bank of the Ozarks (OZRK) [ST]Stocks | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2021 | |
- TIAA-Cref retirement plans ⇒ NSHE 401a/414H Retirement Plan ⇒ Cref Equity Index [PE]Pensions | $15,001 - $50,000 | DC | Tax-Deferred | 2021 | |
BRK.B IRA ⇒ Berkshire Hathaway Inc. New (BRK.B) [IH]IRA (Held in Cash) | $15,001 - $50,000 | Dividends | 2021 | ||
- Ameritas Life Insurance Variable Life Insurance ⇒ Fidelity Growth [WU]Whole/Universal Insurance | $15,001 - $50,000 | 2021 | |||
- Bankers Trust Checking Account [BA] [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2021 | |
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ Cref Global Equities [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Pacific Life TSA/403b ⇒ Optimal Aggressive Growth Fund [OT]Other | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- University of California Retirement Program ⇒ UC Domestic Equity Index Fund [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ Cref Inflation-Linked Bond [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- University of California Retirement Program ⇒ UC Pathway 2035 Fund [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Ameritas Life Insurance Variable Life Insurance ⇒ Fidelity Contrafund [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2021 | |||
- Ameritas Life Insurance Variable Life Insurance ⇒ Fidelity Equity Income Fund [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2021 | |||
- College Savings 529 Dependent Child 3 ⇒ Vanguard Institutional Total Stock Market Index Fund [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2021 | |
- College Savings 529 Dependent Child 3 ⇒ Vanguard Total International Stock Index Fund [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2021 | |
- College Savings Iowa 529 Dependent Child 1 ⇒ Vanguard Institutional Total Stock Market Index Fund [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2021 | |
- College Savings Iowa 529 Dependent Child 1 ⇒ Vanguard Total International Stock Index Fund [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2021 | |
- College Savings Iowa 529 Dependent Child 2 ⇒ Income Portfolio [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2021 | |
- College Savings Iowa 529 Dependent Child 2 ⇒ Total Domestic Stock Index Portfolio [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2021 | |
COF IRA ⇒ Capital One Financial Corporation (COF) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2021 | |
CAT IRA ⇒ Caterpillar, Inc. (CAT) [ST]Stocks | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2021 | |
- IRA ⇒ CRE Global Equities R1 [MF]Mutual Funds | $1,001 - $15,000 | 2021 | |||
- IRA ⇒ FDIC Insured Bank Deposit [IH]IRA (Held in Cash) | $1,001 - $15,000 | $1 - $200 | Interest | 2021 | |
HTLD IRA ⇒ Heartland Express, Inc. (HTLD) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2021 | |
- IRA ⇒ Tiaa-Cref Small Cap Bl Index Retirement [MF]Mutual Funds | $1,001 - $15,000 | 2021 | |||
PEP Roth IRA ⇒ Pepsico, Inc. (PEP) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2021 | |
- Roth IRA ⇒ REMS Real Estate Value Opportunity Fund Institutional [MF]Mutual Funds | $1,001 - $15,000 | Dividends | 2021 | ||
- TIAA-Cref retirement plans ⇒ NSHE 401a/414H Retirement Plan ⇒ Cref Bond Market [PE]Pensions | $1,001 - $15,000 | DC | Tax-Deferred | 2021 | |
- TIAA-Cref retirement plans ⇒ NSHE 401a/414H Retirement Plan ⇒ Cref Stock Fund [PE]Pensions | $1,001 - $15,000 | DC | Tax-Deferred | 2021 | |
- TIAA-Cref retirement plans ⇒ NSHE 401a/414H Retirement Plan ⇒ TIAA Real Estate [PE]Pensions | $1,001 - $15,000 | DC | Tax-Deferred | 2021 | |
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ Cref Bond Market [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ TIAA-Cref International Equity Fund [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ TIAA-Traditional [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- University of California Retirement Program ⇒ UC Bond [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- University of California Retirement Program ⇒ UC International Equity Index [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- University of California Retirement Program ⇒ UC Savings Fund [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- University of California Retirement Program ⇒ UC TIPS Fund [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Ameritas Life Insurance Variable Life Insurance ⇒ Calvert NASDAQ 100 Index Fund [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2021 | |||
- University of California Retirement Program ⇒ UC Emerging Markets Equity [PE]Pensions | $1 - $1,000 | Tax-Deferred | 2021 | ||
- College Savings Iowa 529 Dependent Child 2 ⇒ Bond Index Portfolio [MF]Mutual Funds | $1 - $1,000 | DC | Tax-Deferred | 2021 | |
- College Savings 529 Dependent Child 3 ⇒ Vanguard Total International Bond Index Fund [MF]Mutual Funds | $1 - $1,000 | DC | Tax-Deferred | 2021 | |
- Roth IRA ⇒ FDIC insured Bank Deposit [PE]Pensions | $1 - $1,000 | $1 - $200 | Interest | 2021 | |
- College Savings 529 Dependent Child 3 ⇒ Vanguard Total Bond Market II Index Fund [MF]Mutual Funds | $1 - $1,000 | DC | Tax-Deferred | 2021 | |
- College Savings Iowa 529 Dependent Child 2 ⇒ Vangard Total International Stock Index Fund [MF]Mutual Funds | $1 - $1,000 | DC | Tax-Deferred | 2021 | |
- College Savings Iowa 529 Dependent Child 2 ⇒ Growth Portfolio [MF]Mutual Funds | $1 - $1,000 | DC | Tax-Deferred | 2021 | |
- University of California Retirement Program ⇒ University of California Retirement Plan [PE]Pensions | Undetermined | 2021 | |||
- Royalty payments on law textbooks [IP]Intellectual Property & Royalties | Undetermined | $5,001 - $15,000 | Royalties to book author | 2021 | |
- SEP (self-employed) IRA ⇒ TIAA-Cref Lifecycle 2040--Retirement [PE]Pensions | $100,001 - $250,000 | Tax-Deferred | 2020 | ||
- Pennsylvania 529 for Dependent Child 3 ⇒ Pennsylvania Guaranteed Savings Plan [5P]529 Prepaid Tuition Plan | $100,001 - $250,000 | DC | Tax-Deferred | 2020 | |
- Pennsylvania 529 for Dependent Child 2 ⇒ Pennsylvania Guaranteed Savings Plan [5P]529 Prepaid Tuition Plan | $100,001 - $250,000 | DC | Tax-Deferred | 2020 | |
- Pennsylvania 529 Dependent Child 1 ⇒ Pennsylvania Guaranteed Savings Plan [5P]529 Prepaid Tuition Plan | $100,001 - $250,000 | DC | Tax-Deferred | 2020 | |
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ CREF Stock [PE]Pensions | $50,001 - $100,000 | Tax-Deferred | 2020 | ||
- Bankers Trust Checking Account [BA] [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2020 | |
- Pacific Life TSA/403b ⇒ Optimal Aggressive Growth Fund [OT]Other | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- TIAA-Cref retirement plans ⇒ NSHE Defined Contribution Retirement - Vanguard 2040 [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ TIAA-Cref Real Estate Securities Fund [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- TIAA-Cref retirement plans ⇒ NSHE 401a/414H Retirement Plan ⇒ Cref Equity Index [PE]Pensions | $15,001 - $50,000 | DC | Tax-Deferred | 2020 | |
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ TIAA-Cref Midcap Growth Fund [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ Vanguard Institutional Index Fund [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ Cref Global Equities [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ CREF-Equity Index [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ TIAA Real Estate Fund [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- University of California Retirement Program ⇒ UC Domestic Equity Index Fund [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Ameritas Life Insurance Variable Life Insurance ⇒ Calvert S&P 500 Index Fund [WU]Whole/Universal Insurance | $15,001 - $50,000 | 2020 | |||
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ TIAA-Cref Midcap Value Fund [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Ameritas Life Insurance Variable Life Insurance ⇒ Fidelity Growth [WU]Whole/Universal Insurance | $15,001 - $50,000 | 2020 | |||
- IRA ⇒ FDIC Insured Bank Deposit [IH]IRA (Held in Cash) | $1,001 - $15,000 | $1 - $200 | Interest | 2020 | |
HTLD IRA ⇒ Heartland Express, Inc. (HTLD) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2020 | |
- TIAA-Cref retirement plans ⇒ NSHE 401a/414H Retirement Plan ⇒ Cref Bond Market [PE]Pensions | $1,001 - $15,000 | DC | Tax-Deferred | 2020 | |
- TIAA-Cref retirement plans ⇒ NSHE 401a/414H Retirement Plan ⇒ Cref Stock Fund [PE]Pensions | $1,001 - $15,000 | DC | Tax-Deferred | 2020 | |
- TIAA-Cref retirement plans ⇒ NSHE 401a/414H Retirement Plan ⇒ TIAA Real Estate [PE]Pensions | $1,001 - $15,000 | DC | Tax-Deferred | 2020 | |
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ Cref Bond Market [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ Cref Inflation-Linked Bond [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
PEP Roth IRA ⇒ Pepsico, Inc. (PEP) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2020 | |
OZRK IRA ⇒ Bank of the Ozarks (OZRK) [ST]Stocks | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2020 | |
BRK.B IRA ⇒ Berkshire Hathaway Inc. New (BRK.B) [IH]IRA (Held in Cash) | $1,001 - $15,000 | Dividends | 2020 | ||
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ TIAA-Traditional [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- University of California Retirement Program ⇒ UC International Equity Index [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- University of California Retirement Program ⇒ UC Pathway 2035 Fund [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- University of California Retirement Program ⇒ UC Savings Fund [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- University of California Retirement Program ⇒ UC TIPS Fund [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Ameritas Life Insurance Variable Life Insurance ⇒ Calvert NASDAQ 100 Index Fund [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2020 | |||
- Ameritas Life Insurance Variable Life Insurance ⇒ Fidelity Contrafund [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2020 | |||
- Ameritas Life Insurance Variable Life Insurance ⇒ Fidelity Equity Income Fund [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2020 | |||
- College Savings 529 Dependent Child 3 ⇒ Vanguard Institutional Total Stock Market Index Fund [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | DC | Tax-Deferred | 2020 | |
- College Savings 529 Dependent Child 3 ⇒ Vanguard Total International Stock Index Fund [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | DC | Tax-Deferred | 2020 | |
- College Savings Iowa 529 Dependent Child 1 ⇒ Vanguard Institutional Total Stock Market Index Fund [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | DC | Tax-Deferred | 2020 | |
- College Savings Iowa 529 Dependent Child 1 ⇒ Vanguard Total International Stock Index Fund [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | DC | Tax-Deferred | 2020 | |
- College Savings Iowa 529 Dependent Child 2 ⇒ Income Portfolio [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | DC | Tax-Deferred | 2020 | |
- College Savings Iowa 529 Dependent Child 2 ⇒ Total Domestic Stock Index Portfolio [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | DC | Tax-Deferred | 2020 | |
COF IRA ⇒ Capital One Financial Corporation (COF) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2020 | |
CAT IRA ⇒ Caterpillar, Inc. (CAT) [ST]Stocks | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2020 | |
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ TIAA-Cref International Equity Fund [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- University of California Retirement Program ⇒ UC Bond [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Roth IRA ⇒ FDIC insured Bank Deposit [PE]Pensions | $1,001 - $15,000 | $1 - $200 | Interest | 2020 | |
- College Savings Iowa 529 Dependent Child 2 ⇒ Vangard Total International Stock Index Fund [DB]Defined Benefit Pension | $1,001 - $15,000 | DC | Tax-Deferred | 2020 | |
- University of California Retirement Program ⇒ UC Emerging Markets Equity [PE]Pensions | $1 - $1,000 | Tax-Deferred | 2020 | ||
- College Savings Iowa 529 Dependent Child 2 ⇒ Growth Portfolio [5P]529 Prepaid Tuition Plan | $1 - $1,000 | DC | Tax-Deferred | 2020 | |
- College Savings Iowa 529 Dependent Child 2 ⇒ Bond Index Portfolio [5P]529 Prepaid Tuition Plan | $1 - $1,000 | DC | Tax-Deferred | 2020 | |
- Royalty payments on law textbooks [IP]Intellectual Property & Royalties | Undetermined | $2,501 - $5,000 | Royalties to book author | 2020 | |
- University of California Retirement Program ⇒ University of California Retirement Plan [PE]Pensions | Undetermined | 2020 | |||
- Personal Residence [RP]Real Property | $500,001 - $1,000,000 | 2019 | |||
- Pennsylvania 529 for Dependent Child 2 ⇒ Pennsylvania Guaranteed Savings Plan [5P]529 Prepaid Tuition Plan | $100,001 - $250,000 | DC | Tax-Deferred | 2019 | |
- SEP (self-employed) IRA ⇒ TIAA-Cref Lifecycle 2040--Retirement [PE]Pensions | $100,001 - $250,000 | Tax-Deferred | 2019 | ||
- Pennsylvania 529 Dependent Child 1 ⇒ Pennsylvania Guaranteed Savings Plan [5P]529 Prepaid Tuition Plan | $100,001 - $250,000 | DC | Tax-Deferred | 2019 | |
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ CREF Stock [PE]Pensions | $50,001 - $100,000 | Tax-Deferred | 2019 | ||
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ CREF-Equity Index [PE]Pensions | $50,001 - $100,000 | Tax-Deferred | 2019 | ||
- Pennsylvania 529 for Dependent Child 3 ⇒ Pennsylvania Guaranteed Savings Plan [5P]529 Prepaid Tuition Plan | $50,001 - $100,000 | DC | Tax-Deferred | 2019 | |
- TIAA-Cref retirement plans ⇒ NSHE 401a/414H Retirement Plan ⇒ TIAA Real Estate [PE]Pensions | $15,001 - $50,000 | DC | Tax-Deferred | 2019 | |
- Bankers Trust Checking Account [BA] [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2019 | |
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ TIAA Real Estate Fund [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- Pacific Life TSA/403b ⇒ Optimal Aggressive Growth Fund [OT]Other | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ TIAA-Cref Midcap Growth Fund [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ TIAA-Cref Midcap Value Fund [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ Vanguard Institutional Index Fund [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ TIAA-Cref Real Estate Securities Fund [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- TIAA-Cref retirement plans ⇒ NSHE Defined Contribution Retirement - Vanguard 2040 [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ Cref Global Equities [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- University of California Retirement Program ⇒ UC Domestic Equity Index Fund [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- Ameritas Life Insurance Variable Life Insurance ⇒ Calvert S&P 500 Index Fund [WU]Whole/Universal Insurance | $15,001 - $50,000 | 2019 | |||
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ Cref Bond Market [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ TIAA-Cref International Equity Fund [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- University of California Retirement Program ⇒ UC Pathway 2035 Fund [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Ameritas Life Insurance Variable Life Insurance ⇒ Fidelity Contrafund [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2019 | |||
- Ameritas Life Insurance Variable Life Insurance ⇒ Fidelity Equity Income Fund [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2019 | |||
- Ameritas Life Insurance Variable Life Insurance ⇒ Fidelity Growth [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2019 | |||
- College Savings 529 Dependent Child 3 ⇒ Vanguard Institutional Total Stock Market Index Fund [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | DC | Tax-Deferred | 2019 | |
- College Savings 529 Dependent Child 3 ⇒ Vanguard Total International Stock Index Fund [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | DC | Tax-Deferred | 2019 | |
- College Savings Iowa 529 Dependent Child 1 ⇒ Vanguard Institutional Total Stock Market Index Fund [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | DC | Tax-Deferred | 2019 | |
- College Savings Iowa 529 Dependent Child 1 ⇒ Vanguard Total International Stock Index Fund [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | DC | Tax-Deferred | 2019 | |
- College Savings Iowa 529 Dependent Child 2 ⇒ Total Domestic Stock Index Portfolio [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | DC | Tax-Deferred | 2019 | |
- College Savings Iowa 529 Dependent Child 2 ⇒ Vangard Total International Stock Index Fund [DB]Defined Benefit Pension | $1,001 - $15,000 | DC | Tax-Deferred | 2019 | |
OZRK IRA ⇒ Bank of the Ozarks (OZRK) [ST]Stocks | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2019 | |
BRK.B IRA ⇒ Berkshire Hathaway Inc. New (BRK.B) [IH]IRA (Held in Cash) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2019 | |
COF IRA ⇒ Capital One Financial Corporation (COF) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2019 | |
CAT IRA ⇒ Caterpillar, Inc. (CAT) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2019 | |
HTLD IRA ⇒ Heartland Express, Inc. (HTLD) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2019 | |
PEP Roth IRA ⇒ Pepsico, Inc. (PEP) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2019 | |
- TIAA-Cref retirement plans ⇒ NSHE 401a/414H Retirement Plan ⇒ Cref Bond Market [PE]Pensions | $1,001 - $15,000 | DC | Tax-Deferred | 2019 | |
- TIAA-Cref retirement plans ⇒ NSHE 401a/414H Retirement Plan ⇒ Cref Equity Index [PE]Pensions | $1,001 - $15,000 | DC | Tax-Deferred | 2019 | |
- TIAA-Cref retirement plans ⇒ NSHE 401a/414H Retirement Plan ⇒ Cref Stock Fund [PE]Pensions | $1,001 - $15,000 | DC | Tax-Deferred | 2019 | |
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ TIAA-Traditional [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- University of California Retirement Program ⇒ UC Bond [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- University of California Retirement Program ⇒ UC International Equity Index [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Ameritas Life Insurance Variable Life Insurance ⇒ Calvert NASDAQ 100 Index Fund [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2019 | |||
- University of California Retirement Program ⇒ UC Savings Fund [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- University of California Retirement Program ⇒ UC TIPS Fund [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- IRA ⇒ FDIC Insured Bank Deposit [IH]IRA (Held in Cash) | $1,001 - $15,000 | $1 - $200 | Interest | 2019 | |
- TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ Cref Inflation-Linked Bond [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- College Savings Iowa 529 Dependent Child 2 ⇒ Growth Portfolio [5P]529 Prepaid Tuition Plan | $1 - $1,000 | DC | Tax-Deferred | 2019 | |
- College Savings Iowa 529 Dependent Child 2 ⇒ Income Portfolio [5P]529 Prepaid Tuition Plan | $1 - $1,000 | DC | Tax-Deferred | 2019 | |
- University of California Retirement Program ⇒ UC Emerging Markets Equity [PE]Pensions | $1 - $1,000 | Tax-Deferred | 2019 | ||
- Roth IRA ⇒ FDIC insured Bank Deposit [PE]Pensions | $1 - $1,000 | $1 - $200 | Interest | 2019 | |
- University of California Retirement Program ⇒ DFA Emerging Markets [PE]Pensions | $1 - $1,000 | Tax-Deferred | 2019 | ||
- College Savings Iowa 529 Dependent Child 2 ⇒ Bond Index Portfolio [5P]529 Prepaid Tuition Plan | $1 - $1,000 | DC | Tax-Deferred | 2019 | |
- University of California Retirement Program ⇒ University of California Retirement Plan [PE]Pensions | Undetermined | 2019 | |||
- Royalty payments on law textbooks [IP]Intellectual Property & Royalties | Undetermined | $1,001 - $2,500 | Royalties to book author | 2019 |
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