—
Net Worth Est.
$5.96MTrade volume
$0Total trades
-----Last Traded
----Mutual Funds
$4.59M
Ownership Interest
$550K
529 Prepaid Tuition Plan
$250K
Bank Accounts, Money Market Accounts and CDs
$175K
Pensions
$175K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![American Funds Fundamental Investors - A [MF]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - American Funds Fundamental Investors - A [MF]Mutual Funds | $250,001 - $500,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2023 |
- American Funds New Perspective A [MF]Mutual Funds | $250,001 - $500,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2023 |
- American Funds Capital World Growth and Income Fund [MF]Mutual Funds | $250,001 - $500,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2023 |
TQCAX IRA (SP) ⇒ Touchstone Dividend Equity Fund Class A (TQCAX) [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2023 | |
SEBLX IRA (SP) ⇒ Touchstone Balanced Fund Class A (SEBLX) [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2023 | |
- DT Builders ⇒ Commercial rental property, Mitchell, SD [OL]Ownership Interest | $250,001 - $500,000 | SP | $15,001 - $50,000 | Rent | 2023 |
- American Funds Gr Fnd of Amer A [MF]Mutual Funds | $250,001 - $500,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2023 |
- American Funds Washington Mutual Investors Fund-A [MF]Mutual Funds | $100,001 - $250,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2023 |
- Dice Financial Services Group [OL]Ownership Interest | $100,001 - $250,000 | SP | $1 - $200 | Dividends | 2023 |
- Bankwest Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $1 - $200 | Interest | 2023 |
- College Access 529 - Diversified Equity South Dakota Cl A [5P]529 Prepaid Tuition Plan | $100,001 - $250,000 | DC | Tax-Deferred | 2023 | |
OPPAX IRA (SP) ⇒ Invesco Global Fund Class A (OPPAX) [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2023 | |
- 401K ⇒ American Funds 2045 Trgt Date [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2023 | |
OARDX IRA (SP) ⇒ Invesco Rising Dividends Fund Class A (OARDX) [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2023 | |
- South Dakota Retirement System [PE]Pensions | $100,001 - $250,000 | Tax-Deferred | 2023 | ||
TSNAX IRA (SP) ⇒ Touchstone Sands Capital Select Growth Fund Class A (TSNAX) [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2023 | |
- Vantage Point Solutions - 401K ⇒ American 2040 Tdf Ret 4A [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2023 | ||
- Talcott Resolution Life and Annuity Ins Co [WU]Whole/Universal Insurance | $50,001 - $100,000 | SP | 2023 | ||
- 401K ⇒ American Funds 2050 Trgt Date [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2023 | |
- AmCap Fund - 529A Long Term Growth [5P]529 Prepaid Tuition Plan | $50,001 - $100,000 | DC | Tax-Deferred | 2023 | |
NEWFX American Funds New World Fund A (NEWFX) [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2023 |
- American Funds The New Economy Fund Class A-A [MF]Mutual Funds | $50,001 - $100,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2023 |
- Franklin Growth Class A [MF]Mutual Funds | $50,001 - $100,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2023 |
- Franklin Income Fund Class A [MF]Mutual Funds | $50,001 - $100,000 | JT | $2,501 - $5,000 | Dividends | 2023 |
- Franklin Multi Fncl Svcs FD CL A [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2023 |
- Franklin Mutual Shares Fund A [MF]Mutual Funds | $50,001 - $100,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2023 |
- FRK International Growth Fund-Class [MF]Mutual Funds | $50,001 - $100,000 | JT | Dividends | 2023 | |
- IRA ⇒ American Funds Fundamental Investors-A [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
ODMAX IRA (SP) ⇒ Invesco Developing Markets Fund Class A (ODMAX) [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2023 | |
SP IRA (SP) ⇒ Invesco Dividend Income Fund [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2023 | |
- Legg Mason Prt Global Eq A [MF]Mutual Funds | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2023 |
- Franklin Dynatech Fund - Class A [MF]Mutual Funds | $50,001 - $100,000 | JT | 2023 | ||
- Talcott Resolution Life and Annuity Ins Co [WU]Whole/Universal Insurance | $50,001 - $100,000 | 2023 | |||
- Templeton Growth Fund [MF]Mutual Funds | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2023 |
SP IRA (SP) ⇒ Touchstone International Equity Fund [OT]Other | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
- Templeton Foreign Fund - A [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2023 |
DC Roth IRA (DC) ⇒ American Funds Investment Company of America [OT]Other | $15,001 - $50,000 | DC | Tax-Deferred | 2023 | |
DC Roth IRA (DC) ⇒ Putnam Focused Intl Equity-A [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- IRA ⇒ American Funds - Washington Mutual Investors Fund-A [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Roth IRA ⇒ Putnam Dynamic Asset Allocation Growth [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
- Developing World Growth & Income-A [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2023 |
- IRA ⇒ American Funds Small Cap World A [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- IRA ⇒ American Funds EuroPacific Growth Fund-A A [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- IRA ⇒ American Funds Amcap A [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Templeton Growth Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Capital Gains, Dividends | 2023 |
- American Funds Capital World Growth and Income Fund [MF]Mutual Funds | $250,001 - $500,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2022 |
- American Funds New Perspective A [MF]Mutual Funds | $250,001 - $500,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2022 |
- American Funds Gr Fnd of Amer A [MF]Mutual Funds | $250,001 - $500,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2022 |
SP IRA (SP) ⇒ AIG Focused Dividend Strategy [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2022 | |
- American Funds Fundamental Investors - A [MF]Mutual Funds | $250,001 - $500,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2022 |
- DT Builders ⇒ Commercial rental property, Mitchell, SD [OL]Ownership Interest | $250,001 - $500,000 | SP | $15,001 - $50,000 | Rent | 2022 |
- American Funds Washington Mutual Investors Fund-A [MF]Mutual Funds | $100,001 - $250,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2022 |
- Bankwest Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $1 - $200 | Interest | 2022 |
- College Access 529 - Diversified Equity South Dakota Cl A [5P]529 Prepaid Tuition Plan | $100,001 - $250,000 | DC | Tax-Deferred | 2022 | |
- South Dakota Retirement System [PE]Pensions | $100,001 - $250,000 | Tax-Deferred | 2022 | ||
- Dice Financial Services Group [OL]Ownership Interest | $100,001 - $250,000 | SP | $1 - $200 | Dividends | 2022 |
SP IRA (SP) ⇒ AIG Multi-Asset Allocation Class A [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2022 | |
SP IRA (SP) ⇒ Invesco Oppenheimer Rising Dividends Fund [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2022 | |
SP IRA (SP) ⇒ Invesco Oppenheimer Global Fund [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2022 | |
- 401K ⇒ American Funds 2045 Trgt Date [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2022 | |
- Vantage Point Solutions - 401K ⇒ American 2040 Tdf Ret 4A [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2022 | ||
- Talcott Resolution Life and Annuity Ins Co [WU]Whole/Universal Insurance | $50,001 - $100,000 | 2022 | |||
- AmCap Fund - 529A Long Term Growth [5P]529 Prepaid Tuition Plan | $50,001 - $100,000 | DC | Tax-Deferred | 2022 | |
- Franklin Dynatech Fund - Class A [MF]Mutual Funds | $50,001 - $100,000 | JT | $201 - $1,000 | Capital Gains | 2022 |
- Franklin Growth Class A [MF]Mutual Funds | $50,001 - $100,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2022 |
- Franklin Multi Fncl Svcs FD CL A [MF]Mutual Funds | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2022 |
- Franklin Mutual Shares Fund A [MF]Mutual Funds | $50,001 - $100,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2022 |
- IRA ⇒ American Funds Fundamental Investors-A [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
SP IRA (SP) ⇒ AIG Focused Multi-Cap Growth Alpha [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2022 | |
SP IRA (SP) ⇒ Invesco Dividend Income Fund [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2022 | |
SP IRA (SP) ⇒ Invesco Oppenheimer Developing Markets [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2022 | |
- 401K ⇒ American Funds 2050 Trgt Date [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2022 | |
- Talcott Resolution Life and Annuity Ins Co [WU]Whole/Universal Insurance | $50,001 - $100,000 | SP | 2022 | ||
- Templeton Global Sm Co Fund [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2022 |
- Templeton Growth Fund [MF]Mutual Funds | $50,001 - $100,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2022 |
- Franklin Mutual Global Discovery A [MF]Mutual Funds | $15,001 - $50,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2022 |
SP IRA (SP) ⇒ AIG International Dividend Strategy [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
- Franklin Income Fund Class A [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2022 |
- American Funds Small Cap World [MF]Mutual Funds | $15,001 - $50,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2022 |
- American Funds New World Fund [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2022 |
- Developing World Growth & Income-A [MF]Mutual Funds | $15,001 - $50,000 | JT | Dividends | 2022 | |
- IRA ⇒ American Funds Small Cap World A [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- IRA ⇒ Putnam Focused Intl Equity [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- American Funds The New Economy Fund Class A-A [MF]Mutual Funds | $15,001 - $50,000 | JT | Dividends | 2022 | |
- Legg Mason Prt Global Eq A [MF]Mutual Funds | $15,001 - $50,000 | JT | Dividends | 2022 | |
- Templeton Foreign Fund - A [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2022 |
- Roth IRA ⇒ Putnam Dynamic Asset Allocation Growth [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
- FRK International Growth Fund-Class [MF]Mutual Funds | $15,001 - $50,000 | JT | Dividends | 2022 | |
- IRA ⇒ American Funds - Washington Mutual Investors Fund-A [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- IRA ⇒ American Funds EuroPacific Growth Fund-A A [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Roth IRA ⇒ Putnam Focused Intl Equity-A [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- American Funds Investment Company of America 529-A Shares [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | DC | Tax-Deferred | 2022 | |
- IRA ⇒ American Funds Amcap A [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Templeton Growth Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2022 |
- American Funds Gr Fnd of Amer A [MF]Mutual Funds | $250,001 - $500,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2021 |
SP IRA (SP) ⇒ AIG Focused Dividend Strategy [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2021 | |
- American Funds New Perspective A [MF]Mutual Funds | $250,001 - $500,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2021 |
- American Funds Capital World Growth and Income Fund [MF]Mutual Funds | $250,001 - $500,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2021 |
- American Funds Fundamental Investors - A [MF]Mutual Funds | $250,001 - $500,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2021 |
- Bankwest Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $1 - $200 | Interest | 2021 |
- American Funds Washington Mutual Investors Fund [MF]Mutual Funds | $100,001 - $250,000 | Capital Gains, Dividends | 2021 | ||
- 401K ⇒ American Funds 2045 Trgt Date [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2021 | |
- College Access 529 - Diversified Equity South Dakota Cl A [5P]529 Prepaid Tuition Plan | $100,001 - $250,000 | DC | Tax-Deferred | 2021 | |
- Dice Financial Services Group [OL]Ownership Interest | $100,001 - $250,000 | SP | $1 - $200 | Dividends | 2021 |
- DT Builders [OL]Ownership Interest | $100,001 - $250,000 | SP | 2021 | ||
SP IRA (SP) ⇒ AIG Multi-Asset Allocation Class A [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2021 | |
SP IRA (SP) ⇒ Invesco Oppenheimer Global Fund [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2021 | |
SP IRA (SP) ⇒ Invesco Oppenheimer Rising Dividends Fund [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2021 | |
- South Dakota Retirement System [PE]Pensions | $100,001 - $250,000 | Tax-Deferred | 2021 | ||
- Vantage Point Solutions - 401K ⇒ American 2040 Tdf Ret 4A [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2021 | ||
- Franklin Dynatech Fund - Class A [MF]Mutual Funds | $50,001 - $100,000 | JT | $201 - $1,000 | Capital Gains | 2021 |
- Franklin Multi Fncl Svcs FD CL A [MF]Mutual Funds | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2021 |
- Franklin Mutual Shares Fund A [MF]Mutual Funds | $50,001 - $100,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2021 |
- IRA ⇒ American Funds Fundamental [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
- 401K ⇒ American Funds 2050 Trgt Date [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2021 | |
SP IRA (SP) ⇒ AIG Focused Multi-Cap Growth Alpha [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2021 | |
SP IRA (SP) ⇒ Invesco Dividend Income Fund [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2021 | |
SP IRA (SP) ⇒ Invesco Oppenheimer Developing Markets [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2021 | |
- Templeton Global Sm Co Fund [MF]Mutual Funds | $50,001 - $100,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2021 |
- AmCap Fund - 529A Long Term Growth [5P]529 Prepaid Tuition Plan | $50,001 - $100,000 | DC | Tax-Deferred | 2021 | |
- Templeton Growth Fund [MF]Mutual Funds | $50,001 - $100,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2021 |
- Talcott Resolution Life and Annuity Ins Co [WU]Whole/Universal Insurance | $50,001 - $100,000 | 2021 | |||
- Talcott Resolution Life and Annuity Ins Co [WU]Whole/Universal Insurance | $50,001 - $100,000 | SP | 2021 | ||
- Franklin Growth Class A [MF]Mutual Funds | $50,001 - $100,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2021 |
- Templeton Foreign Fund - A [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2021 |
- Franklin Income Fund Class A [MF]Mutual Funds | $15,001 - $50,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2021 |
- Roth IRA ⇒ Putnam Dynamic Asset Allocation Growth [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
- Franklin Mutual Global Discovery A [MF]Mutual Funds | $15,001 - $50,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2021 |
SP IRA (SP) ⇒ AIG International Dividend Strategy [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
- American Funds New World Fund [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2021 |
- American Funds Small Cap World [MF]Mutual Funds | $15,001 - $50,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2021 |
- IRA ⇒ American - Washington Mutual [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- IRA ⇒ American Funds EuroPacific G A [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- IRA ⇒ American Funds Small Cap World A [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- IRA ⇒ Putnam Focused Intl Equity [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- ROTH IRA ⇒ Investment Company of America [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | DC | Tax-Deferred | 2021 | |
- Templeton Growth Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Capital Gains, Dividends | 2021 |
- IRA ⇒ American Funds Amcap A [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
SP IRA (SP) ⇒ AIG Focused Dividend Strategy [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2020 | |
- DT Builders [OL]Ownership Interest | $100,001 - $250,000 | SP | 2020 | ||
SP IRA (SP) ⇒ AIG Multi-Asset Allocation Class A [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2020 | |
- South Dakota Retirement System [PE]Pensions | $100,001 - $250,000 | Tax-Deferred | 2020 | ||
- American Funds Fundamental Investors - A [MF]Mutual Funds | $100,001 - $250,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2020 |
- American Funds New Perspective A [MF]Mutual Funds | $100,001 - $250,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2020 |
- Bankwest Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $1 - $200 | Interest | 2020 |
- College Access 529 - Diversified Equity South Dakota Cl A [5P]529 Prepaid Tuition Plan | $100,001 - $250,000 | DC | Tax-Deferred | 2020 | |
- Dice Financial Services Group [OL]Ownership Interest | $100,001 - $250,000 | SP | $1 - $200 | Dividends | 2020 |
- American Funds Capital World Growth and Income Fund [MF]Mutual Funds | $50,001 - $100,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2020 |
- Talcott Resolution Life and Annuity Ins Co [WU]Whole/Universal Insurance | $50,001 - $100,000 | SP | 2020 | ||
- Franklin Mutual Shares Fund A [MF]Mutual Funds | $50,001 - $100,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2020 |
- Talcott Resolution Life and Annuity Ins Co [WU]Whole/Universal Insurance | $50,001 - $100,000 | 2020 | |||
- 401K ⇒ American Funds 2045 Trgt Date [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2020 | |
- American Funds Gr Fnd of Amer A [MF]Mutual Funds | $50,001 - $100,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2020 |
- Templeton Growth Fund [MF]Mutual Funds | $50,001 - $100,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2020 |
SP IRA (SP) ⇒ AIG Focused Multi-Cap Growth Alpha [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2020 | |
- AmCap Fund - 529A Long Term Growth [5P]529 Prepaid Tuition Plan | $50,001 - $100,000 | DC | Tax-Deferred | 2020 | |
- Vantage Point Solutions - 401K ⇒ American 2040 Tdf Ret 4A [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2020 | ||
SP IRA (SP) ⇒ Invesco Dividend Income Fund [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2020 | |
SP IRA (SP) ⇒ Invesco Oppenheimer Developing Markets [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2020 | |
SP IRA (SP) ⇒ Invesco Oppenheimer Global Fund [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2020 | |
SP IRA (SP) ⇒ Invesco Oppenheimer Rising Dividends Fund [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2020 | |
- Templeton Foreign Fund - A [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2020 |
- 401K ⇒ American Funds 2050 Trgt Date [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2020 | |
- Franklin Dynatech Fund - Class A [MF]Mutual Funds | $15,001 - $50,000 | JT | 2020 | ||
- Franklin Growth Class A [MF]Mutual Funds | $15,001 - $50,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2020 |
- Franklin Income Fund Class A [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2020 |
- Franklin Multi Fncl Svcs FD CL A [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2020 |
- Franklin Mutual Global Discovery A [MF]Mutual Funds | $15,001 - $50,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2020 |
- IRA ⇒ American - Washington Mutual [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- IRA ⇒ American Funds EuroPacific G A [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- IRA ⇒ American Funds Fundamental [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- IRA ⇒ Putnam Focused Intl Equity [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
SP IRA (SP) ⇒ AIG International Dividend Strategy [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2020 | |
- Roth IRA ⇒ Putnam Dynamic Asset Allocation Growth [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2020 | |
- Templeton Global Sm Co Fund [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2020 |
- IRA ⇒ American Funds Small Cap World A [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Templeton Growth Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Capital Gains, Dividends | 2020 |
- IRA ⇒ American Funds Amcap A [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- ROTH IRA ⇒ Investment Company of America [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | DC | Tax-Deferred | 2020 | |
- Franklin Mutual Quest Fund A [MF]Mutual Funds | None | JT | 2020 | ||
- Templeton World Fund Class A [MF]Mutual Funds | None | JT | 2020 | ||
SP IRA (SP) ⇒ Sun America Focused Dividends [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2019 | |
SP IRA (SP) ⇒ Sun America Focused Multi-Asset [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2019 | |
- American Funds Fundamental [MF]Mutual Funds | $100,001 - $250,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2019 |
- American Funds New Perspective A [MF]Mutual Funds | $100,001 - $250,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2019 |
- Bankwest Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $1 - $200 | Interest | 2019 |
- College Access 529 - Diversified Equity South Dakota Cl A [5P]529 Prepaid Tuition Plan | $100,001 - $250,000 | DC | Tax-Deferred | 2019 | |
- Dice Financial Services Group [OL]Ownership Interest | $100,001 - $250,000 | SP | $1 - $200 | Dividends | 2019 |
- South Dakota Retirement System [PE]Pensions | $100,001 - $250,000 | Tax-Deferred | 2019 | ||
- DT Builders [OL]Ownership Interest | $100,001 - $250,000 | SP | 2019 | ||
- Vantage Point Solutions - 401K ⇒ American 2040 Tdf Ret 4A [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2019 | ||
- American Funds Cap Wld Gr&Inc A [MF]Mutual Funds | $50,001 - $100,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2019 |
- American Funds Gr Fnd of Amer A [MF]Mutual Funds | $50,001 - $100,000 | JT | Tax-Deferred | 2019 | |
- Franklin Mutual Shares Fund A [MF]Mutual Funds | $50,001 - $100,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2019 |
SP IRA (SP) ⇒ AIG Focused Multi-Cap Growth Alpha [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2019 | |
SP IRA (SP) ⇒ Invesco Oppenheimer Developing Markets [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2019 | |
SP IRA (SP) ⇒ Invesco Oppenheimer Equity Income A [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2019 | |
SP IRA (SP) ⇒ Invesco Oppenheimer Global Fund [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2019 | |
SP IRA (SP) ⇒ Invesco Oppenheimer Rising Dividends Fund [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2019 | |
- Talcott Resolution Life and Annuity Ins Co [WU]Whole/Universal Insurance | $50,001 - $100,000 | 2019 | |||
- Talcott Resolution Life and Annuity Ins Co [WU]Whole/Universal Insurance | $50,001 - $100,000 | SP | 2019 | ||
- Templeton Growth Fund [MF]Mutual Funds | $50,001 - $100,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2019 |
- IRA ⇒ Putnam Global Equity [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
SP IRA (SP) ⇒ AIG International Dividend Strategy [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
- IRA ⇒ American - Washington Mutual [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- IRA ⇒ American Funds EuroPacific G A [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- IRA ⇒ American Funds Fundamental [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- AmCap Fund - 529A Long Term Growth [5P]529 Prepaid Tuition Plan | $15,001 - $50,000 | DC | Tax-Deferred | 2019 | |
SP IRA (SP) ⇒ American Funds 2050 Trgt Date [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
- Templeton World Fund Class A [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2019 |
- Templeton Foreign Fund - A [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2019 |
- Templeton Global Sm Co Fund [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2019 |
SP IRA (SP) ⇒ Putnam Dynamic Asset Allocation Growth [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
SP IRA (SP) ⇒ Putnam Dynamic Growth [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
- Franklin Mutual Global Discovery A [MF]Mutual Funds | $15,001 - $50,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2019 |
- Franklin Income Fund Class A [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2019 |
- Franklin Mutual Quest Fund A [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2019 |
- Franklin Growth Class A [MF]Mutual Funds | $15,001 - $50,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2019 |
- IRA ⇒ AIG International Dividend Strategy [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
SP IRA (SP) ⇒ American Funds 2045 Trgt Date [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- IRA ⇒ American Funds Small Cap World A [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Templeton Growth Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Capital Gains, Dividends | 2019 |
- IRA ⇒ American Funds Amcap A [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 |
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