—
Net Worth Est.
$2.65MTrade volume
$0Total trades
-----Last Traded
----Mutual Funds Mutual Fund
$1.08M
Farm
$1M
Mutual Funds Exchange Traded Fund/Note
$348.51K
Bank Deposit
$172K
Retirement Plans Defined Benefit Pension Plan
$40.5K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
 - Winecup Ranch | Over $1,000,000 and held independently by spouse or dependent child | Spouse | $15,001 - $50,000 | Rent/Royalties, | 2024 |
RPMGX RPMGX- T. Rowe Price Mid-Cap Growth Fund | $100,001 - $250,000 | Spouse | None (or less than $201) | None, | 2024 |
FCNKX FCNKX- Fidelity Contrafund Fund Class K | $100,001 - $250,000 | Spouse | None (or less than $201) | None, | 2024 |
- Vanguard Aggressive Growth Portfolio | $100,001 - $250,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
- Principal Lifetime Hybrid 2045 Fund | $50,001 - $100,000 | Spouse | None (or less than $201) | None, | 2024 |
- Bank of America | $50,001 - $100,000 | Spouse | None (or less than $201) | Interest, | 2024 |
FCNTX FCNTX- Fidelity Contrafund Fund | $50,001 - $100,000 | Self | None (or less than $201) | None, | 2024 |
FSNZX FSNZX- Fidelity Freedom 2045 Fund Class K | $50,001 - $100,000 | Spouse | None (or less than $201) | None, | 2024 |
PRWCX PRWCX- T. Rowe Price Capital Appreciation Fund | $50,001 - $100,000 | Spouse | None (or less than $201) | None, | 2024 |
- University of Missouri Retirement, Disability, and Death Benefit Plan | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2024 |
VXUS VXUS- Vanguard Total International Stock ETF | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2024 |
- Missouri Target Date 2045 Fund | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2024 |
IEFA IEFA- iShares Core MSCI EAFE ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2024 |
VXUS VXUS- Vanguard Total International Stock ETF | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2024 |
- Bank of America | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2024 |
VWO VWO- Vanguard FTSE Emerging Markets Index Fund ETF Shar | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2024 |
VTI VTI- Total Stock Market ETF Vanguard | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2024 |
GSFTX GSFTX- Columbia Dividend Income Fund Institutional Class | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2024 |
VUG VUG- Vanguard Growth Index Fund ETF Shares | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2024 |
OAKIX OAKIX- Oakmark International Fund Investor Class | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2024 |
DBLTX DBLTX- DoubleLine Total Return Bond Fund Class I | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2024 |
VTV VTV- Vanguard Value Index Fund ETF Shares | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2024 |
- JP Morgan | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2024 |
DODGX DODGX- Dodge & Cox Stock Fund | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2024 |
GSFTX GSFTX- Columbia Dividend Income Fund Institutional Class | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2024 |
VUG VUG- Vanguard Growth Index Fund ETF Shares | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2024 |
VTI VTI- Vanguard Total Stock Market ETF | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2024 |
FSNZX FSNZX- Fidelity Freedom 2045 Fund Class K | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2024 |
- Morgan Stanley Bank | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2024 |
- Bank of America IRA | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2024 |
- MOSERS Pension | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2024 |
ISTB ISTB- iShares Core 1-5 Year USD Bond ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2024 |
IJR IJR- iShares Core S&P Small-Cap ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2024 |
NWJVX NWJVX- Nationwide Loomis Short Term Bond Fund Institution | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2024 |
IAU IAU- iShares Gold Trust | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2024 |
IAU IAU- iShares Gold Trust | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2024 |
IEFA IEFA- iShares Core MSCI EAFE ETF | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2024 |
OAKIX OAKIX- Oakmark International Fund Investor Class | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2024 |
NWJVX NWJVX- Nationwide Loomis Short Term Bond Fund Institution | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2024 |
VWO VWO- Vanguard FTSE Emerging Markets Index Fund ETF Shar | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2024 |
IJR IJR- iShares Core S&P Small-Cap ETF | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2024 |
- US Bank National Association | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2024 |
- Morgan Stanley Bank | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2024 |
- Fidelity Freedom 2045 K Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2024 |
- U.S. Treasury Note 4/15/2024 | None (or less than $1,001) | Joint | $201 - $1,000 | Interest, | 2024 |
- Cowboy Rose Cattle Company LLC | Spouse | 2024 | |||
- Missouri 529 Account | Self | 2024 | |||
- LPL Financial IRA | Self | 2024 | |||
- University of Missouri Retirement Plan | Spouse | 2024 | |||
- Missouri Deferred Compensation | Self | 2024 | |||
- T Rowe Price | Spouse | 2024 | |||
- Bank of America IRA | Self | 2024 | |||
- Spouse 403(b) | Spouse | 2024 | |||
- University of Missouri Retirement Plan | Self | 2024 | |||
- Spouse 401k | Spouse | 2024 | |||
- Spouse IRA | Spouse | 2024 | |||
- Filer IRA | Self | 2024 | |||
- LPL Financial Brokerage | Joint | 2024 | |||
- Winecup Ranch | Over $1,000,000 and held independently by spouse or dependent child | Spouse | $15,001 - $50,000 | Rent/Royalties, | 2023 |
- Winecup Ranch | Over $1,000,000 and held independently by spouse or dependent child | Spouse | $15,001 - $50,000 | Rent/Royalties, | 2023 |
- U.S. Treasury Note 4/15/2024 | $100,001 - $250,000 | Joint | None (or less than $201) | Interest, | 2023 |
- U.S. Treasury Note 4/15/2024 | $100,001 - $250,000 | Joint | None (or less than $201) | Interest, | 2023 |
- Vanguard Aggressive Growth Portfolio | $100,001 - $250,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
- Vanguard Aggressive Growth Portfolio | $100,001 - $250,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
- Bank of America | $50,001 - $100,000 | Spouse | None (or less than $201) | Interest, | 2023 |
FSNZX FSNZX- Fidelity Freedom 2045 Fund Class K | $50,001 - $100,000 | Spouse | None (or less than $201) | None, | 2023 |
FCNKX FCNKX- Fidelity Contrafund Fund Class K | $50,001 - $100,000 | Spouse | None (or less than $201) | None, | 2023 |
- Bank of America | $50,001 - $100,000 | Joint | None (or less than $201) | Interest, | 2023 |
PRWCX PRWCX- T. Rowe Price Capital Appreciation Fund | $50,001 - $100,000 | Spouse | None (or less than $201) | None, | 2023 |
PRWCX PRWCX- T. Rowe Price Capital Appreciation Fund | $50,001 - $100,000 | Spouse | None (or less than $201) | None, | 2023 |
- Bank of America | $50,001 - $100,000 | Joint | None (or less than $201) | Interest, | 2023 |
FSNZX FSNZX- Fidelity Freedom 2045 Fund Class K | $50,001 - $100,000 | Spouse | None (or less than $201) | None, | 2023 |
RPMGX RPMGX- T. Rowe Price Mid-Cap Growth Fund | $50,001 - $100,000 | Spouse | None (or less than $201) | None, | 2023 |
FCNKX FCNKX- Fidelity Contrafund Fund Class K | $50,001 - $100,000 | Spouse | None (or less than $201) | None, | 2023 |
FCNTX FCNTX- Fidelity Contrafund Fund | $50,001 - $100,000 | Self | None (or less than $201) | None, | 2023 |
- US Bank National Association | $50,001 - $100,000 | Joint | None (or less than $201) | Interest, | 2023 |
- Bank of America | $50,001 - $100,000 | Spouse | None (or less than $201) | Interest, | 2023 |
RPMGX RPMGX- T. Rowe Price Mid-Cap Growth Fund | $50,001 - $100,000 | Spouse | None (or less than $201) | None, | 2023 |
- US Bank National Association | $50,001 - $100,000 | Joint | None (or less than $201) | Interest, | 2023 |
FCNTX FCNTX- Fidelity Contrafund Fund | $50,001 - $100,000 | Self | None (or less than $201) | None, | 2023 |
GSFTX GSFTX- Columbia Dividend Income Fund Institutional Class | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2023 |
VUG VUG- Vanguard Growth Index Fund ETF Shares | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2023 |
VUG VUG- Vanguard Growth Index Fund ETF Shares | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2023 |
VXUS VXUS- Vanguard Total International Stock ETF | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2023 |
VTI VTI- Total Stock Market ETF Vanguard | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2023 |
VTI VTI- Vanguard Total Stock Market ETF | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2023 |
- University of Missouri Retirement, Disability, and Death Benefit Plan | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2023 |
- Missouri Target Date 2045 Fund | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2023 |
VTI VTI- Vanguard Total Stock Market ETF | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2023 |
VTI VTI- Total Stock Market ETF Vanguard | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2023 |
VXUS VXUS- Vanguard Total International Stock ETF | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2023 |
- Principal Lifetime Hybrid 2045 Fund | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2023 |
- Principal Lifetime Hybrid 2045 Fund | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2023 |
GSFTX GSFTX- Columbia Dividend Income Fund Institutional Class | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2023 |
DODGX DODGX- Dodge & Cox Stock Fund | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2023 |
VTV VTV- Vanguard Value Index Fund ETF Shares | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2023 |
DBLTX DBLTX- DoubleLine Total Return Bond Fund Class I | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2023 |
VUG VUG- Vanguard Growth Index Fund ETF Shares | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2023 |
OAKIX OAKIX- Oakmark International Fund Investor Class | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2023 |
GSFTX GSFTX- Columbia Dividend Income Fund Institutional Class | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2023 |
VWO VWO- Vanguard FTSE Emerging Markets Index Fund ETF Shar | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2023 |
IEFA IEFA- iShares Core MSCI EAFE ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2023 |
FSNZX FSNZX- Fidelity Freedom 2045 Fund Class K | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2023 |
- Missouri Target Date 2045 Fund | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2023 |
IEFA IEFA- iShares Core MSCI EAFE ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2023 |
FSNZX FSNZX- Fidelity Freedom 2045 Fund Class K | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2023 |
- University of Missouri Retirement, Disability, and Death Benefit Plan | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2023 |
VWO VWO- Vanguard FTSE Emerging Markets Index Fund ETF Shar | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2023 |
GSFTX GSFTX- Columbia Dividend Income Fund Institutional Class | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2023 |
OAKIX OAKIX- Oakmark International Fund Investor Class | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2023 |
VUG VUG- Vanguard Growth Index Fund ETF Shares | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2023 |
DBLTX DBLTX- DoubleLine Total Return Bond Fund Class I | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2023 |
VTV VTV- Vanguard Value Index Fund ETF Shares | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2023 |
DODGX DODGX- Dodge & Cox Stock Fund | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2023 |
IAU IAU- iShares Gold Trust | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2023 |
- MOSERS Pension | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2023 |
VXUS VXUS- Vanguard Total International Stock ETF | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2023 |
VWO VWO- Vanguard FTSE Emerging Markets Index Fund ETF Shar | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2023 |
IJR IJR- iShares Core S&P Small-Cap ETF | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2023 |
IEFA IEFA- iShares Core MSCI EAFE ETF | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2023 |
ISTB ISTB- iShares Core 1-5 Year USD Bond ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
- Bank of America IRA | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2023 |
IJR IJR- iShares Core S&P Small-Cap ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
NWJVX NWJVX- Nationwide Loomis Short Term Bond Fund Institution | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
- Morgan Stanley Bank | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2023 |
IAU IAU- iShares Gold Trust | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
- Fidelity Freedom 2045 K Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
OAKIX OAKIX- Oakmark International Fund Investor Class | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2023 |
IAU IAU- iShares Gold Trust | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2023 |
NWJVX NWJVX- Nationwide Loomis Short Term Bond Fund Institution | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2023 |
- JP Morgan | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
- Bank of America IRA | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2023 |
- MOSERS Pension | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2023 |
ISTB ISTB- iShares Core 1-5 Year USD Bond ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
IJR IJR- iShares Core S&P Small-Cap ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
NWJVX NWJVX- Nationwide Loomis Short Term Bond Fund Institution | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
IAU IAU- iShares Gold Trust | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
- JP Morgan | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
IEFA IEFA- iShares Core MSCI EAFE ETF | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2023 |
- Morgan Stanley Bank | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2023 |
OAKIX OAKIX- Oakmark International Fund Investor Class | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2023 |
NWJVX NWJVX- Nationwide Loomis Short Term Bond Fund Institution | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2023 |
VWO VWO- Vanguard FTSE Emerging Markets Index Fund ETF Shar | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2023 |
IJR IJR- iShares Core S&P Small-Cap ETF | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2023 |
VXUS VXUS- Vanguard Total International Stock ETF | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2023 |
- Fidelity Freedom 2045 K Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
- Spouse IRA | Spouse | 2023 | |||
- University of Missouri Retirement Plan | Spouse | 2023 | |||
- Filer IRA | Self | 2023 | |||
- Cowboy Rose Cattle Company LLC | Spouse | 2023 | |||
- T Rowe Price | Spouse | 2023 | |||
- LPL Financial IRA | Self | 2023 | |||
- Spouse 403(b) | Spouse | 2023 | |||
- Bank of America IRA | Self | 2023 | |||
- T Rowe Price | Spouse | 2023 | |||
- Spouse 401k | Spouse | 2023 | |||
- Missouri Deferred Compensation | Self | 2023 | |||
- LPL Financial Brokerage | Joint | 2023 | |||
- University of Missouri Retirement Plan | Self | 2023 | |||
- Cowboy Rose Cattle Company LLC | Spouse | 2023 | |||
- University of Missouri Retirement Plan | Spouse | 2023 | |||
- University of Missouri Retirement Plan | Self | 2023 | |||
- Spouse IRA | Spouse | 2023 | |||
- LPL Financial Brokerage | Joint | 2023 | |||
- Bank of America IRA | Self | 2023 | |||
- Spouse 401k | Spouse | 2023 | |||
- Missouri 529 Account | Self | 2023 | |||
- LPL Financial IRA | Self | 2023 | |||
- Missouri Deferred Compensation | Self | 2023 | |||
- Filer IRA | Self | 2023 | |||
- Spouse 403(b) | Spouse | 2023 | |||
- Missouri 529 Account | Self | 2023 | |||
- Winecup Ranch | Over $1,000,000 and held independently by spouse or dependent child | Spouse | None (or less than $201) | None, | 2022 |
- Winecup Ranch | Over $1,000,000 and held independently by spouse or dependent child | Spouse | None (or less than $201) | None, | 2022 |
- Winecup Ranch | Over $1,000,000 and held independently by spouse or dependent child | Spouse | None (or less than $201) | None, | 2022 |
- Winecup Ranch | Over $1,000,000 and held independently by spouse or dependent child | Spouse | None (or less than $201) | None, | 2022 |
- Vanguard Aggressive Growth Portfolio | $100,001 - $250,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
RPMGX RPMGX- T. Rowe Price Mid-Cap Growth Fund | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
RPMGX RPMGX- T. Rowe Price Mid-Cap Growth Fund | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
FCNKX FCNKX- Fidelity Contrafund Fund Class K | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Vanguard Aggressive Growth Portfolio | $100,001 - $250,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Bank of America | $100,001 - $250,000 | Joint | None (or less than $201) | Interest, | 2022 |
RPMGX RPMGX- T. Rowe Price Mid-Cap Growth Fund | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Bank of America | $100,001 - $250,000 | Joint | None (or less than $201) | Interest, | 2022 |
FCNKX FCNKX- Fidelity Contrafund Fund Class K | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Bank of America | $100,001 - $250,000 | Joint | None (or less than $201) | Interest, | 2022 |
- Bank of America | $100,001 - $250,000 | Spouse | None (or less than $201) | None, | 2022 |
FSNZX FSNZX- Fidelity Freedom 2045 Fund Class K | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Bank of America | $50,001 - $100,000 | Joint | $201 - $1,000 | Interest, | 2022 |
PRWCX PRWCX- T. Rowe Price Capital Appreciation Fund | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
PRWCX PRWCX- T. Rowe Price Capital Appreciation Fund | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
FCNTX FCNTX- Fidelity Contrafund Fund | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
FCNTX FCNTX- Fidelity Contrafund Fund | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
FSNZX FSNZX- Fidelity Freedom 2045 Fund Class K | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
FSNZX FSNZX- Fidelity Freedom 2045 Fund Class K | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
FCNTX FCNTX- Fidelity Contrafund Fund | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
PRWCX PRWCX- T. Rowe Price Capital Appreciation Fund | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Vanguard Aggressive Growth Portfolio | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
- InBank | $50,001 - $100,000 | Spouse | None (or less than $201) | None, | 2022 |
- Vanguard Aggressive Growth Portfolio | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
FCNTX FCNTX- Fidelity Contrafund Fund | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
FSNZX FSNZX- Fidelity Freedom 2045 Fund Class K | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
FCNKX FCNKX- Fidelity Contrafund Fund Class K | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Missouri Target Date 2045 Fund | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2022 |
VTV VTV- Vanguard Value Index Fund ETF Shares | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
GSFTX GSFTX- Columbia Dividend Income Fund Institutional Class | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
DODGX DODGX- Dodge & Cox Stock Fund | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
RPMGX RPMGX- T. Rowe Price Mid-Cap Growth Fund | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
PRWCX PRWCX- T. Rowe Price Capital Appreciation Fund | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Bank of America | $15,001 - $50,000 | Spouse | None (or less than $201) | Interest, | 2022 |
- University of Missouri Retirement, Disability, and Death Benefit Plan | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
IEFA IEFA- iShares Core MSCI EAFE ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2022 |
FSNZX FSNZX- Fidelity Freedom 2045 Fund Class K | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
GSFTX GSFTX- Columbia Dividend Income Fund Institutional Class | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2022 |
VWO VWO- Vanguard FTSE Emerging Markets Index Fund ETF Shar | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2022 |
- Bank of America | $15,001 - $50,000 | Spouse | None (or less than $201) | Interest, | 2022 |
GSFTX GSFTX- Columbia Dividend Income Fund Institutional Class | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2022 |
OAKIX OAKIX- Oakmark International Fund Investor Class | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2022 |
VUG VUG- Vanguard Growth Index Fund ETF Shares | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2022 |
DBLTX DBLTX- DoubleLine Total Return Bond Fund Class I | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2022 |
VTV VTV- Vanguard Value Index Fund ETF Shares | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2022 |
- University of Missouri Retirement, Disability, and Death Benefit Plan | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
IEFA IEFA- iShares Core MSCI EAFE ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2022 |
DODGX DODGX- Dodge & Cox Stock Fund | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2022 |
GSFTX GSFTX- Columbia Dividend Income Fund Institutional Class | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2022 |
DODGX DODGX- Dodge & Cox Stock Fund | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2022 |
DBLTX DBLTX- DoubleLine Total Return Bond Fund Class I | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2022 |
VWO VWO- Vanguard FTSE Emerging Markets Index Fund ETF Shar | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2022 |
VTV VTV- Vanguard Value Index Fund ETF Shares | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2022 |
VUG VUG- Vanguard Growth Index Fund ETF Shares | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2022 |
GSFTX GSFTX- Columbia Dividend Income Fund Institutional Class | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2022 |
OAKIX OAKIX- Oakmark International Fund Investor Class | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2022 |
- Missouri Target Date 2045 Fund | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2022 |
RRTRX RRTRX- T.Rowe Price 2045 Retirement Fund R Class | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
VUG VUG- Vanguard Growth Index Fund ETF Shares | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2022 |
GSFTX GSFTX- Columbia Dividend Income Fund Institutional Class | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2022 |
DODGX DODGX- Dodge & Cox Stock Fund | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2022 |
RRTRX RRTRX- T.Rowe Price 2045 Retirement Fund R Class | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
VTV VTV- Vanguard Value Index Fund ETF Shares | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2022 |
DBLTX DBLTX- DoubleLine Total Return Bond Fund Class I | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2022 |
VUG VUG- Vanguard Growth Index Fund ETF Shares | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2022 |
FSNZX FSNZX- Fidelity Freedom 2045 Fund Class K | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
OAKIX OAKIX- Oakmark International Fund Investor Class | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2022 |
- Missouri Target Date 2045 Fund | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2022 |
FSNZX FSNZX- Fidelity Freedom 2045 Fund Class K | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
GSFTX GSFTX- Columbia Dividend Income Fund Institutional Class | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2022 |
- University of Missouri Retirement, Disability, and Death Benefit Plan | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
VWO VWO- Vanguard FTSE Emerging Markets Index Fund ETF Shar | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2022 |
- Bank of America | $15,001 - $50,000 | Spouse | None (or less than $201) | Interest, | 2022 |
IEFA IEFA- iShares Core MSCI EAFE ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2022 |
- Missouri Target Date 2045 Fund | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2022 |
VUG VUG- Vanguard Growth Index Fund ETF Shares | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2022 |
VUG VUG- Vanguard Growth Index Fund ETF Shares | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2022 |
- University of Missouri Retirement, Disability, and Death Benefit Plan | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
FSNZX FSNZX- Fidelity Freedom 2045 Fund Class K | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
FCNKX FCNKX- Fidelity Contrafund Fund Class K | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Bank of America | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2022 |
OAKIX OAKIX- Oakmark International Fund Investor Class | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2022 |
- MOSERS Pension | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2022 |
- Bank of America IRA | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2022 |
ISTB ISTB- iShares Core 1-5 Year USD Bond ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2022 |
IJR IJR- iShares Core S&P Small-Cap ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2022 |
NWJVX NWJVX- Nationwide Loomis Short Term Bond Fund Institution | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2022 |
IAU IAU- iShares Gold Trust | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2022 |
IAU IAU- iShares Gold Trust | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2022 |
FAX FAX- Aberdeen Asia-Pacific Income Fund, Inc. | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2022 |
IEFA IEFA- iShares Core MSCI EAFE ETF | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2022 |
- Lake Forest Bank and Trust | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2022 |
NWJVX NWJVX- Nationwide Loomis Short Term Bond Fund Institution | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2022 |
VWO VWO- Vanguard FTSE Emerging Markets Index Fund ETF Shar | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2022 |
IJR IJR- iShares Core S&P Small-Cap ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
- JP Morgan | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2022 |
- Bank of America IRA | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2022 |
- MOSERS Pension | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2022 |
ISTB ISTB- iShares Core 1-5 Year USD Bond ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2022 |
IJR IJR- iShares Core S&P Small-Cap ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2022 |
NWJVX NWJVX- Nationwide Loomis Short Term Bond Fund Institution | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2022 |
IAU IAU- iShares Gold Trust | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2022 |
- JP Morgan | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2022 |
IAU IAU- iShares Gold Trust | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2022 |
FAX FAX- Aberdeen Asia-Pacific Income Fund, Inc. | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2022 |
IEFA IEFA- iShares Core MSCI EAFE ETF | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2022 |
- Lake Forest Bank and Trust | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2022 |
OAKIX OAKIX- Oakmark International Fund Investor Class | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2022 |
NWJVX NWJVX- Nationwide Loomis Short Term Bond Fund Institution | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2022 |
VWO VWO- Vanguard FTSE Emerging Markets Index Fund ETF Shar | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2022 |
IJR IJR- iShares Core S&P Small-Cap ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
- JP Morgan | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2022 |
- Bank of America IRA | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2022 |
- MOSERS Pension | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2022 |
ISTB ISTB- iShares Core 1-5 Year USD Bond ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2022 |
IJR IJR- iShares Core S&P Small-Cap ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2022 |
NWJVX NWJVX- Nationwide Loomis Short Term Bond Fund Institution | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2022 |
IAU IAU- iShares Gold Trust | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2022 |
- JP Morgan | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2022 |
IAU IAU- iShares Gold Trust | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2022 |
FAX FAX- Aberdeen Asia-Pacific Income Fund, Inc. | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2022 |
IEFA IEFA- iShares Core MSCI EAFE ETF | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2022 |
- Lake Forest Bank and Trust | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2022 |
OAKIX OAKIX- Oakmark International Fund Investor Class | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2022 |
NWJVX NWJVX- Nationwide Loomis Short Term Bond Fund Institution | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2022 |
VWO VWO- Vanguard FTSE Emerging Markets Index Fund ETF Shar | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2022 |
IAU IAU- iShares Gold Trust | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
IAU IAU- iShares Gold Trust | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
FAX FAX- Aberdeen Asia-Pacific Income Fund, Inc. | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
GSFTX GSFTX- Columbia Dividend Income Fund Institutional Class | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
HEDJ HEDJ- WisdomTree Europe Hedged Equity Fund | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
HEDJ HEDJ- WisdomTree Europe Hedged Equity Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
OAKIX OAKIX- Oakmark International Fund Investor Class | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
OAKIX OAKIX- Oakmark International Fund Investor Class | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
EEM EEM- iShares MSCI Emerging Markets ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
VUG VUG- Vanguard Growth Index Fund ETF Shares | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
VUG VUG- Vanguard Growth Index Fund ETF Shares | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
NWJVX NWJVX- Nationwide Loomis Short Term Bond Fund Institution | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
- JGMXX JP Morgan US Government MMKT Investor | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
DBLTX DBLTX- DoubleLine Total Return Bond Fund Class I | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
VWO VWO- Vanguard FTSE Emerging Markets Index Fund ETF Shar | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
PGLXX PGLXX- Putnam Investment Funds - Government Money Market | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Bank of America IRA | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2022 |
- MOSERS Pension | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2022 |
- University of Missouri Retirement, Disability, and Death Benefit Plan | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Bank of America | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2022 |
NWJVX NWJVX- Nationwide Loomis Short Term Bond Fund Institution | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
TGLMX TGLMX- TCW Total Return Bond Fund Class I | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
TGBAX TGBAX- Templeton Global Bond Fund Advisor Class | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
FAX FAX- Aberdeen Asia-Pacific Income Fund, Inc. | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
TGBAX TGBAX- Templeton Global Bond Fund Advisor Class | None (or less than $1,001) | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
EEM EEM- iShares MSCI Emerging Markets ETF | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
OEF OEF- iShares S&P 100 ETF | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Missouri Deferred Compensation | Self | 2022 | |||
- University of Missouri Retirement Plan | Self | 2022 | |||
- Spouse IRA | Spouse | 2022 | |||
- Filer IRA | Self | 2022 | |||
- University of Missouri Retirement Plan | Self | 2022 | |||
- Cowboy Rose Cattle Company LLC | Spouse | 2022 | |||
- University of Missouri Retirement Plan | Spouse | 2022 | |||
- Missouri Deferred Compensation | Self | 2022 | |||
- Bank of America IRA | Self | 2022 | |||
- T Rowe Price | Spouse | 2022 | |||
- Missouri 529 Account | Self | 2022 | |||
- Missouri 529 Account | Self | 2022 | |||
- Filer IRA | Self | 2022 | |||
- University of Missouri Retirement Plan | Spouse | 2022 | |||
- Spouse IRA | Spouse | 2022 | |||
- T Rowe Price | Spouse | 2022 | |||
- Missouri Deferred Compensation | Self | 2022 | |||
- T Rowe Price | Spouse | 2022 | |||
- Spouse 401k | Spouse | 2022 | |||
- Spouse IRA | Spouse | 2022 | |||
- Bank of America IRA | Self | 2022 | |||
- University of Missouri Retirement Plan | Self | 2022 | |||
- University of Missouri Retirement Plan | Spouse | 2022 | |||
- Filer IRA | Self | 2022 | |||
- Cowboy Rose Cattle Company LLC | Spouse | 2022 | |||
- Missouri 529 Account | Self | 2022 | |||
- Missouri 529 Account | Self | 2022 | |||
- T Rowe Price | Spouse | 2022 | |||
- Spouse 401k | Spouse | 2022 | |||
- Bank of America IRA | Self | 2022 | |||
- Cowboy Rose Cattle Company LLC | Spouse | 2022 | |||
- University of Missouri Retirement Plan | Self | 2022 | |||
- Cowboy Rose Cattle Company LLC | Spouse | 2022 | |||
- University of Missouri Retirement Plan | Spouse | 2022 | |||
- Missouri Deferred Compensation | Self | 2022 | |||
- Bank of America IRA | Self | 2022 | |||
- Winecup Ranch | Over $1,000,000 and held independently by spouse or dependent child | Spouse | None (or less than $201) | None, | 2021 |
- Bank of America | $100,001 - $250,000 | Joint | None (or less than $201) | Interest, | 2021 |
- Vanguard Aggressive Growth Portfolio | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
PRWCX PRWCX- T. Rowe Price Capital Appreciation Fund | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
RPMGX RPMGX- T. Rowe Price Mid-Cap Growth Fund | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
FCNKX FCNKX- Fidelity Contrafund Fund Class K | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
FSNZX FSNZX- Fidelity Freedom 2045 Fund Class K | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
FCNTX FCNTX- Fidelity Contrafund Fund | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
- Missouri Target Date 2045 Fund | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2021 |
- RPMCX | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
FSNZX FSNZX- Fidelity Freedom 2045 Fund Class K | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
- University of Missouri Retirement, Disability, and Death Benefit Plan | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- Bank of America | $15,001 - $50,000 | Spouse | None (or less than $201) | Interest, | 2021 |
IEFA IEFA- iShares Core MSCI EAFE ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2021 |
VWO VWO- Vanguard FTSE Emerging Markets Index Fund ETF Shar | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2021 |
GSFTX GSFTX- Columbia Dividend Income Fund Institutional Class | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2021 |
OAKIX OAKIX- Oakmark International Fund Investor Class | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2021 |
VUG VUG- Vanguard Growth Index Fund ETF Shares | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2021 |
DBLTX DBLTX- DoubleLine Total Return Bond Fund Class I | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2021 |
VTV VTV- Vanguard Value Index Fund ETF Shares | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2021 |
DODGX DODGX- Dodge & Cox Stock Fund | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2021 |
GSFTX GSFTX- Columbia Dividend Income Fund Institutional Class | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2021 |
VUG VUG- Vanguard Growth Index Fund ETF Shares | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2021 |
VWO VWO- Vanguard FTSE Emerging Markets Index Fund ETF Shar | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2021 |
ISTB ISTB- iShares Core 1-5 Year USD Bond ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2021 |
FAX FAX- Aberdeen Asia-Pacific Income Fund, Inc. | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2021 |
IJR IJR- iShares Core S&P Small-Cap ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2021 |
NWJVX NWJVX- Nationwide Loomis Short Term Bond Fund Institution | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2021 |
NWJVX NWJVX- Nationwide Loomis Short Term Bond Fund Institution | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2021 |
IEFA IEFA- iShares Core MSCI EAFE ETF | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2021 |
- Lake Forest Bank and Trust | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2021 |
- JP Morgan | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2021 |
- MOSERS Pension | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2021 |
OAKIX OAKIX- Oakmark International Fund Investor Class | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2021 |
- Bank of America IRA | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2021 |
- JP Morgan | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2021 |
IAU IAU- iShares Gold Trust | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2021 |
IAU IAU- iShares Gold Trust | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2021 |
- T Rowe Price | Spouse | 2021 | |||
- Missouri Deferred Compensation | Self | 2021 | |||
- Cowboy Rose Cattle Company LLC | Spouse | 2021 | |||
- University of Missouri Retirement Plan | Spouse | 2021 | |||
- Missouri 529 Account | Self | 2021 | |||
- Bank of America IRA | Self | 2021 | |||
- Filer IRA | Self | 2021 | |||
- Spouse IRA | Spouse | 2021 | |||
- University of Missouri Retirement Plan | Self | 2021 | |||
- Winecup Ranch | Over $1,000,000 and held independently by spouse or dependent child | Spouse | None (or less than $201) | None, | 2020 |
- JGMXX JP Morgan US Government MMKT Investor | $100,001 - $250,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2020 |
- Bank of America | $100,001 - $250,000 | Spouse | None (or less than $201) | None, | 2020 |
- Vanguard Aggressive Growth Portfolio | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
- InBank | $50,001 - $100,000 | Spouse | None (or less than $201) | None, | 2020 |
FSNZX FSNZX- Fidelity Freedom 2045 Fund Class K | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
FCNTX FCNTX- Fidelity Contrafund Fund | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
- Bank of America | $50,001 - $100,000 | Joint | $201 - $1,000 | Interest, | 2020 |
FSNZX FSNZX- Fidelity Freedom 2045 Fund Class K | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
FCNKX FCNKX- Fidelity Contrafund Fund Class K | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
FSNZX FSNZX- Fidelity Freedom 2045 Fund Class K | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
- University of Missouri Retirement, Disability, and Death Benefit Plan | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
FSNZX FSNZX- Fidelity Freedom 2045 Fund Class K | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
FCNKX FCNKX- Fidelity Contrafund Fund Class K | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- Missouri Target Date 2045 Fund | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2020 |
VTV VTV- Vanguard Value Index Fund ETF Shares | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
GSFTX GSFTX- Columbia Dividend Income Fund Institutional Class | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
DODGX DODGX- Dodge & Cox Stock Fund | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
FCNTX FCNTX- Fidelity Contrafund Fund | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
- Missouri Target Date 2045 Fund | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2020 |
RPMGX RPMGX- T. Rowe Price Mid-Cap Growth Fund | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- Bank of America | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2020 |
- JGMXX JP Morgan US Government MMKT Investor | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- Vanguard Aggressive Growth Portfolio | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
- RPMCX | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
PRWCX PRWCX- T. Rowe Price Capital Appreciation Fund | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
OEF OEF- iShares S&P 100 ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- University of Missouri Retirement, Disability, and Death Benefit Plan | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
PRWCX PRWCX- T. Rowe Price Capital Appreciation Fund | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- Bank of America | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2020 |
- MOSERS Pension | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
NWJVX NWJVX- Nationwide Loomis Short Term Bond Fund Institution | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
NWJVX NWJVX- Nationwide Loomis Short Term Bond Fund Institution | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
VUG VUG- Vanguard Growth Index Fund ETF Shares | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
IAU IAU- iShares Gold Trust | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
IAU IAU- iShares Gold Trust | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
FAX FAX- Aberdeen Asia-Pacific Income Fund, Inc. | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
FAX FAX- Aberdeen Asia-Pacific Income Fund, Inc. | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
DODGX DODGX- Dodge & Cox Stock Fund | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
TGBAX TGBAX- Templeton Global Bond Fund Advisor Class | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
TGBAX TGBAX- Templeton Global Bond Fund Advisor Class | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
GSFTX GSFTX- Columbia Dividend Income Fund Institutional Class | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
GSFTX GSFTX- Columbia Dividend Income Fund Institutional Class | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
HEDJ HEDJ- WisdomTree Europe Hedged Equity Fund | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
HEDJ HEDJ- WisdomTree Europe Hedged Equity Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
OAKIX OAKIX- Oakmark International Fund Investor Class | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
OAKIX OAKIX- Oakmark International Fund Investor Class | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
TGLMX TGLMX- TCW Total Return Bond Fund Class I | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
EEM EEM- iShares MSCI Emerging Markets ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
EEM EEM- iShares MSCI Emerging Markets ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
VUG VUG- Vanguard Growth Index Fund ETF Shares | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- JGMXX JP Morgan US Government MMKT Investor | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
- Bank of America IRA | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- MOSERS Pension | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- University of Missouri Retirement, Disability, and Death Benefit Plan | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
- Bank of America | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2020 |
IAU IAU- iShares Gold Trust | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
IAU IAU- iShares Gold Trust | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
FAX FAX- Aberdeen Asia-Pacific Income Fund, Inc. | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
GSFTX GSFTX- Columbia Dividend Income Fund Institutional Class | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
HEDJ HEDJ- WisdomTree Europe Hedged Equity Fund | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
HEDJ HEDJ- WisdomTree Europe Hedged Equity Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
OAKIX OAKIX- Oakmark International Fund Investor Class | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
OAKIX OAKIX- Oakmark International Fund Investor Class | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
EEM EEM- iShares MSCI Emerging Markets ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
VUG VUG- Vanguard Growth Index Fund ETF Shares | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
VUG VUG- Vanguard Growth Index Fund ETF Shares | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
NWJVX NWJVX- Nationwide Loomis Short Term Bond Fund Institution | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
- JGMXX JP Morgan US Government MMKT Investor | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
DBLTX DBLTX- DoubleLine Total Return Bond Fund Class I | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
VWO VWO- Vanguard FTSE Emerging Markets Index Fund ETF Shar | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
PGLXX PGLXX- Putnam Investment Funds - Government Money Market | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- Bank of America IRA | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- University of Missouri Retirement, Disability, and Death Benefit Plan | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
- Bank of America | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2020 |
NWJVX NWJVX- Nationwide Loomis Short Term Bond Fund Institution | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2020 |
NWJVX NWJVX- Nationwide Loomis Short Term Bond Fund Institution | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
FRMZX FRMZX- Franklin Missouri Tax Free Income Fund Advisor Cla | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2020 |
OEF OEF- iShares S&P 100 ETF | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
FSHIX FSHIX- Federated Short-Intermediate Duration Municipal Tr | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2020 |
- Bank of America | None (or less than $1,001) | Spouse | None (or less than $201) | Interest, | 2020 |
ACWX ACWX- iShares MSCI ACWI ex U.S. ETF | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2020 |
FAX FAX- Aberdeen Asia-Pacific Income Fund, Inc. | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
IEFA IEFA- iShares Core MSCI EAFE ETF | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2020 |
TGBAX TGBAX- Templeton Global Bond Fund Advisor Class | None (or less than $1,001) | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
TGBAX TGBAX- Templeton Global Bond Fund Advisor Class | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
LSBDX LSBDX- Loomis Sayles Bond Fund Institutional Class | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2020 |
TGBAX TGBAX- Templeton Global Bond Fund Advisor Class | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2020 |
VUG VUG- Vanguard Growth Index Fund ETF Shares | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2020 |
VIG VIG- Vanguard Dividend Appreciation Index Fund ETF Shar | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2020 |
EEM EEM- iShares MSCI Emerging Markets ETF | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2020 |
TGLMX TGLMX- TCW Total Return Bond Fund Class I | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
VTV VTV- Vanguard Value Index Fund ETF Shares | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2020 |
EEM EEM- iShares MSCI Emerging Markets ETF | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
GLD GLD- SPDR Gold Shares | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2020 |
DBLTX DBLTX- DoubleLine Total Return Bond Fund Class I | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2020 |
- Missouri Deferred Compensation | Self | 2020 | |||
- University of Missouri Retirement Plan | Self | 2020 | |||
- University of Missouri Retirement Plan | Spouse | 2020 | |||
- Cowboy Rose Cattle Company LLC | Spouse | 2020 | |||
- T Rowe Price | Spouse | 2020 | |||
- Missouri Deferred Compensation | Self | 2020 | |||
- T Rowe Price | Spouse | 2020 | |||
- University of Missouri Retirement Plan | Self | 2020 | |||
- Missouri 529 Account | Self | 2020 | |||
- Missouri 529 Account | Self | 2020 | |||
- University of Missouri Retirement Plan | Spouse | 2020 | |||
- Bank of America IRA | Self | 2020 | |||
- Bank of America IRA | Self | 2020 | |||
- JGMXX JP Morgan US Government MMKT Investor | $100,001 - $250,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2019 |
VUG VUG- Vanguard Growth Index Fund ETF Shares | $50,001 - $100,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2019 |
VTV VTV- Vanguard Value Index Fund ETF Shares | $50,001 - $100,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2019 |
VIG VIG- Vanguard Dividend Appreciation Index Fund ETF Shar | $50,001 - $100,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2019 |
IEFA IEFA- iShares Core MSCI EAFE ETF | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Bank of America | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2019 |
FCNTX FCNTX- Fidelity Contrafund Fund | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
- FCNKX | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Vanguard Aggressive Growth Portfolio | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
FSNZX FSNZX- Fidelity Freedom 2045 Fund Class K | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
PRWCX PRWCX- T. Rowe Price Capital Appreciation Fund | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
DBLTX DBLTX- DoubleLine Total Return Bond Fund Class I | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2019 |
- JGMXX JP Morgan US Government MMKT Investor | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Missouri Target Date 2045 Fund | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2019 |
FRMZX FRMZX- Franklin Missouri Tax Free Income Fund Advisor Cla | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2019 |
OEF OEF- iShares S&P 100 ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Bank of America | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2019 |
FSNZX FSNZX- Fidelity Freedom 2045 Fund Class K | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
EEM EEM- iShares MSCI Emerging Markets ETF | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2019 |
LSBDX LSBDX- Loomis Sayles Bond Fund Institutional Class | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2019 |
VUG VUG- Vanguard Growth Index Fund ETF Shares | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
VUG VUG- Vanguard Growth Index Fund ETF Shares | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
NWJVX NWJVX- Nationwide Loomis Short Term Bond Fund Institution | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
NWJVX NWJVX- Nationwide Loomis Short Term Bond Fund Institution | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
NWJVX NWJVX- Nationwide Loomis Short Term Bond Fund Institution | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2019 |
- JGMXX JP Morgan US Government MMKT Investor | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Bank of America IRA | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
GLD GLD- SPDR Gold Shares | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2019 |
IAU IAU- iShares Gold Trust | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
IAU IAU- iShares Gold Trust | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
FAX FAX- Aberdeen Asia-Pacific Income Fund, Inc. | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
FAX FAX- Aberdeen Asia-Pacific Income Fund, Inc. | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
DODGX DODGX- Dodge & Cox Stock Fund | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
TGBAX TGBAX- Templeton Global Bond Fund Advisor Class | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
TGBAX TGBAX- Templeton Global Bond Fund Advisor Class | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
TGBAX TGBAX- Templeton Global Bond Fund Advisor Class | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2019 |
GSFTX GSFTX- Columbia Dividend Income Fund Institutional Class | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
GSFTX GSFTX- Columbia Dividend Income Fund Institutional Class | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
HEDJ HEDJ- WisdomTree Europe Hedged Equity Fund | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
HEDJ HEDJ- WisdomTree Europe Hedged Equity Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
OAKIX OAKIX- Oakmark International Fund Investor Class | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
OAKIX OAKIX- Oakmark International Fund Investor Class | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
TGLMX TGLMX- TCW Total Return Bond Fund Class I | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
FSHIX FSHIX- Federated Short-Intermediate Duration Municipal Tr | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2019 |
EEM EEM- iShares MSCI Emerging Markets ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
EEM EEM- iShares MSCI Emerging Markets ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- MOSERS Pension | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
- Bank of America | None (or less than $1,001) | Spouse | None (or less than $201) | Interest, | 2019 |
ACWX ACWX- iShares MSCI ACWI ex U.S. ETF | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2019 |
- University of Missouri Retirement, Disability, and Death Benefit Plan | Self | 2019 | |||
- University of Missouri Retirement, Disability, and Death Benefit Plan | Spouse | 2019 | |||
- T Rowe Price | Spouse | 2019 | |||
- Missouri 529 Account | Self | 2019 | |||
- Missouri Deferred Compensation | Self | 2019 | |||
- Bank of America IRA | Self | 2019 |
Subscribe for Real-time updates, search & complete access