—
Net Worth Est.
$421.01KTrade volume
$0Total trades
-----Last Traded
----Mutual Funds
$230.01K
Stocks
$175K
Bank Accounts, Money Market Accounts and CDs
$16K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
VRSK Principle 401(k) ⇒ Verisk Analytics, Inc. - Class A (VRSK) [ST]Stocks | $100,001 - $250,000 | SP | Tax-Deferred | 2017 | |
k Principle 401(k) ⇒ JP Morgan SmartRetirement 2040 I [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2017 | |
k Principle 401(k) ⇒ T.Rowe Price New Horizons [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2017 | |
k Principle 401(k) ⇒ American Century Mid-Cap Index Z Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
k Principle 401(k) ⇒ Columbia MId-Cap Index Z Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
k Principle 401(k) ⇒ Federated Kaufmann Large Cap Institutional [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
k Principle 401(k) ⇒ Janus Enterprise N Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
k Principle 401(k) ⇒ MFS Value R6 Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
![Bank of American Fork [BA]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Bank of American Fork [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2017 | |
k Principle 401(k) ⇒ Aberdeen Emerging Markets [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
k Principle 401(k) ⇒ American Beacon Small Cap Value Institutional [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
k Principle 401(k) ⇒ Principal Global Investors Large Cap S&P 500 Index Separate [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
k Principle 401(k) ⇒ Principal Real Estate Inv. Real Estate Securities Inst [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- Chase bank savings [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2017 | |
k Principle 401(k) ⇒ Oppenheimer Man Street [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
k Principle 401(k) ⇒ Nuveen Large Cap Value I [MF]Mutual Funds | None | SP | Tax-Deferred | 2017 | |
k Principle 401(k) ⇒ Hartford Core Equity Fund [MF]Mutual Funds | None | SP | Tax-Deferred | 2017 | |
VRSK Principle 401(k) ⇒ Verisk Analytics, Inc. - Class A (VRSK) | $100,001 - $250,000 | SP | Tax-Deferred | 2016 | |
- Bank of American Fork | $15,001 - $50,000 | $1 - $200 | Interest | 2016 | |
- Chase bank savings | $15,001 - $50,000 | $1 - $200 | Interest | 2016 | |
k Principle 401(k) ⇒ JP Morgan SmartRetirement 2040 I | $15,001 - $50,000 | SP | Tax-Deferred | 2016 | |
k Principle 401(k) ⇒ T.Rowe Price New Horizons | $15,001 - $50,000 | SP | Tax-Deferred | 2016 | |
k Principle 401(k) ⇒ Columbia MId-Cap Index Z Fund | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
k Principle 401(k) ⇒ American Beacon Small Cap Value Institutional | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
k Principle 401(k) ⇒ American Century Mid-Cap Index Z Fund | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
k Principle 401(k) ⇒ Federated Kaufmann Large Cap Institutional | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
k Principle 401(k) ⇒ Hartford Core Equity Fund | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
k Principle 401(k) ⇒ Janus Enterprise N Fund | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
k Principle 401(k) ⇒ Principal Global Investors Large Cap S&P 500 Index Separate | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
k Principle 401(k) ⇒ Nuveen Large Cap Value I | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
k Principle 401(k) ⇒ Principal Real Estate Inv. Real Estate Securities Inst | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
k Principle 401(k) ⇒ Fidelity Advisor Leveraged Co Stock I | None | SP | Tax-Deferred | 2016 | |
k Principle 401(k) ⇒ Goldman Sachs Mid-Cap Value Institutional | None | SP | Tax-Deferred | 2016 | |
k Principle 401(k) ⇒ Prudential Jennison Mid Cap Growth Z | None | SP | Tax-Deferred | 2016 | |
VRSK Principle 401(k) ⇒ Verisk Analytics, Inc. - Class A (VRSK) | $100,001 - $250,000 | SP | Tax-Deferred | 2015 | |
k Principle 401(k) ⇒ JP Morgan SmartRetirement 2040 I | $15,001 - $50,000 | SP | Tax-Deferred | 2015 | |
- Bank of American Fork | $15,001 - $50,000 | $1 - $200 | Interest | 2015 | |
k Principle 401(k) ⇒ Federated Kaufmann Large Cap Institutional | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
k Principle 401(k) ⇒ Fidelity Advisor Leveraged Co Stock I | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
k Principle 401(k) ⇒ Goldman Sachs Mid-Cap Value Institutional | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
k Principle 401(k) ⇒ Hartford Core Equity Fund | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
- Chase bank savings | $1,001 - $15,000 | $1 - $200 | Interest | 2015 | |
k Principle 401(k) ⇒ Nuveen Large Cap Value I | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
k Principle 401(k) ⇒ Principal Global Investors Large Cap S&P 500 Index Separate | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
k Principle 401(k) ⇒ Principal Real Estate Inv. Real Estate Securities Inst | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
k Principle 401(k) ⇒ Prudential Jennison Mid Cap Growth Z | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
k Principle 401(k) ⇒ T.Rowe Price New Horizons | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
k Principle 401(k) ⇒ American Beacon Small Cap Value Institutional | $1,001 - $15,000 | SP | Tax-Deferred | 2015 |
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