—
Net Worth Est.
$6.68MTrade volume
$0Total trades
-----Last Traded
----Mutual Funds Mutual Fund
$6.35M
Bank Deposit
$333K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
 - TIAA-CREF Traditional | $1,000,001 - $5,000,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
VSMPX VSMPX- Vanguard Total Stock Market Index Fund Institution | Over $1,000,000 and held independently by spouse or dependent child | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- TIAA-CREF Traditional | Over $1,000,000 and held independently by spouse or dependent child | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- QREARX - TIAA Real Estate Account | $500,001 - $1,000,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
- QCGLIX - CREF Global Equities Account - R3 | $250,001 - $500,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
VFIAX VFIAX- Vanguard 500 Index Fd Admiral Shs | $100,001 - $250,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2024 |
- First National Bank of Omaha | $100,001 - $250,000 | Joint | $1,001 - $2,500 | Interest, | 2024 |
- Capital One | $50,001 - $100,000 | Joint | $201 - $1,000 | Interest, | 2024 |
- Bank of America | $50,001 - $100,000 | Joint | None (or less than $201) | None, | 2024 |
- QCSTIX - CREF Stock Account - R3 | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
VSMPX VSMPX- Vanguard Total Stock Market Index Fund Institution | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
- Bank of America | $1,001 - $15,000 | Joint | None (or less than $201) | None, | 2024 |
- QCEQIX - CREF Equity Index Account - R3 | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- TIAA-CREF Traditional | $1,000,001 - $5,000,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
- QREARX - TIAA Real Estate Account | $500,001 - $1,000,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
- TIAA-CREF Traditional | Over $1,000,000 and held independently by spouse or dependent child | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
VSMPX VSMPX- Vanguard Total Stock Market Index Fund Institution | Over $1,000,000 and held independently by spouse or dependent child | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- QCGLIX - CREF Global Equities Account - R3 | $250,001 - $500,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
- First National Bank of Omaha | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Interest, | 2023 |
- Capital One | $50,001 - $100,000 | Joint | $201 - $1,000 | Interest, | 2023 |
VFIAX VFIAX- Vanguard 500 Index Fd Admiral Shs | $50,001 - $100,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2023 |
- QCSTIX - CREF Stock Account - R3 | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
- Bank of America | $1,001 - $15,000 | Joint | None (or less than $201) | None, | 2023 |
- Bank of America | $1,001 - $15,000 | Joint | None (or less than $201) | None, | 2023 |
VSMPX VSMPX- Vanguard Total Stock Market Index Fund Institution | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
- QCEQIX - CREF Equity Index Account - R3 | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- TIAA-CREF Traditional | $1,000,001 - $5,000,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
- TIAA-CREF Traditional | $1,000,001 - $5,000,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
- TIAA-CREF Traditional | Over $1,000,000 and held independently by spouse or dependent child | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- QREARX - TIAA Real Estate Account | $500,001 - $1,000,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
VSMPX VSMPX- Vanguard Total Stock Market Index Fund Institution | Over $1,000,000 and held independently by spouse or dependent child | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- TIAA-CREF Traditional | Over $1,000,000 and held independently by spouse or dependent child | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- QREARX - TIAA Real Estate Account | $500,001 - $1,000,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
VSMPX VSMPX- Vanguard Total Stock Market Index Fund Institution | Over $1,000,000 and held independently by spouse or dependent child | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- QCGLIX - CREF Global Equities Account - R3 | $250,001 - $500,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
- QCGLIX - CREF Global Equities Account - R3 | $250,001 - $500,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
- First National Bank of Omaha | $100,001 - $250,000 | Joint | $201 - $1,000 | Interest, | 2022 |
- First National Bank of Omaha | $100,001 - $250,000 | Joint | $201 - $1,000 | Interest, | 2022 |
- Capital One | $100,001 - $250,000 | Joint | $201 - $1,000 | Interest, | 2022 |
- Capital One | $100,001 - $250,000 | Joint | $201 - $1,000 | Interest, | 2022 |
- QCSTIX - CREF Stock Account - R3 | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
- QCSTIX - CREF Stock Account - R3 | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Bank of America | $1,001 - $15,000 | Joint | None (or less than $201) | None, | 2022 |
- QCEQIX - CREF Equity Index Account - R3 | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
VSMPX VSMPX- Vanguard Total Stock Market Index Fund Institution | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
- QCEQIX - CREF Equity Index Account - R3 | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Bank of America | $1,001 - $15,000 | Joint | None (or less than $201) | None, | 2022 |
- Bank of America | $1,001 - $15,000 | Joint | None (or less than $201) | None, | 2022 |
- Bank of America | $1,001 - $15,000 | Joint | None (or less than $201) | None, | 2022 |
VSMPX VSMPX- Vanguard Total Stock Market Index Fund Institution | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
- QCSTIX - CREF Stock Account - R3 | $1,000,001 - $5,000,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
- TIAA-CREF Traditional | $1,000,001 - $5,000,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
- QREARX - TIAA Real Estate Account | $500,001 - $1,000,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
VSMPX VSMPX- Vanguard Total Stock Market Index Fund Institution | Over $1,000,000 and held independently by spouse or dependent child | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- TIAA-CREF Traditional | Over $1,000,000 and held independently by spouse or dependent child | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- QCGLIX - CREF Global Equities Account - R3 | $250,001 - $500,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
- QCEQRX - CREF Equity Index Account - R1 | $100,001 - $250,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
- TRGMX - TIAA-CREF Mid-Cap Growth Retirement | $100,001 - $250,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
- TRBIX - TIAA-CREF Small-Cap Blend Idx Retirement | $100,001 - $250,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
- QCBMRX - CREF Bond Market Account - R1 | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
VSMPX VSMPX- Vanguard Total Stock Market Index Fund Institution | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
- QREARX - TIAA Real Estate Account | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- Bank of America | $50,001 - $100,000 | Joint | None (or less than $201) | None, | 2021 |
- QCEQIX - CREF Equity Index Account - R3 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- Capital One | $15,001 - $50,000 | Joint | $201 - $1,000 | Interest, | 2021 |
- First National Bank of Omaha | $15,001 - $50,000 | Joint | $1,001 - $2,500 | Interest, | 2021 |
- TRERX - TIAA-CREF International Eq Retirement | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
- TBIRX - TIAA-CREF Bond Index Retirement | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
- QCILRX - CREF Inflation-Linked Bond Account - R1 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- QCILRX - CREF Inflation-Linked Bond Account - R1 | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
- Bank of America | $1,001 - $15,000 | Joint | None (or less than $201) | None, | 2021 |
- QCBMIX - CREF Bond Market Account - R3 | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
- QCILIX - CREF Inflation-Linked Bond Account R3 | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
- VFIAX-Vanguard 500 Index Admiral | None (or less than $1,001) | Joint | $15,001 - $50,000 | Excepted Investment Fund, | 2021 |
- TBIIX - TIAA-CREF Bond Index Institutional | None (or less than $1,001) | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
- TIEIX - TIAA-CREF Equity Index Instl | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- TIAA-CREF Traditional | $1,000,001 - $5,000,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
- TIAA-CREF Traditional | Over $1,000,000 and held independently by spouse or dependent child | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- QCSTIX - CREF Stock Account - R3 | $500,001 - $1,000,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
- QREARX - TIAA Real Estate Account | $500,001 - $1,000,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
- TIEIX - TIAA-CREF Equity Index Instl | Over $1,000,000 and held independently by spouse or dependent child | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- QCGLIX - CREF Global Equities Account - R3 | $250,001 - $500,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
- TRBIX - TIAA-CREF Small-Cap Blend Idx Retirement | $100,001 - $250,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
- QCEQRX - CREF Equity Index Account - R1 | $100,001 - $250,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
- QREARX - TIAA Real Estate Account | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- QCBMRX - CREF Bond Market Account - R1 | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- TBIIX - TIAA-CREF Bond Index Institutional | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
- VFIAX-Vanguard 500 Index Admiral | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2020 |
- TRGMX - TIAA-CREF Mid-Cap Growth Retirement | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
- First National Bank of Omaha | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Interest, | 2020 |
- TBIRX - TIAA-CREF Bond Index Retirement | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
- TRERX - TIAA-CREF International Eq Retirement | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
- QCILRX - CREF Inflation-Linked Bond Account - R1 | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
- QCEQIX - CREF Equity Index Account - R3 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- QCILRX - CREF Inflation-Linked Bond Account - R1 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- Capital One | $1,001 - $15,000 | Joint | None (or less than $201) | None, | 2020 |
- QCILIX - CREF Inflation-Linked Bond Account R3 | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
- QCBMIX - CREF Bond Market Account - R3 | $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 |
- Bank of America | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2020 |
- TIAA-CREF Traditional | $1,000,001 - $5,000,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
- QREARX - TIAA Real Estate Account | $500,001 - $1,000,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
- TIAA-CREF Traditional | Over $1,000,000 and held independently by spouse or dependent child | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- TIEIX - TIAA-CREF Equity Index Instl | Over $1,000,000 and held independently by spouse or dependent child | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- QCSTIX - CREF Stock Account - R3 | $500,001 - $1,000,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
- QCGLIX - CREF Global Equities Account - R3 | $250,001 - $500,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
- First National Bank of Omaha | $100,001 - $250,000 | Joint | $2,501 - $5,000 | Interest, | 2019 |
- QCEQRX - CREF Equity Index Account - R1 | $100,001 - $250,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
- TRBIX - TIAA-CREF Small-Cap Blend Idx Retirement | $100,001 - $250,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
- TRGMX - TIAA-CREF Mid-Cap Growth Retirement | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
- VFIAX-Vanguard 500 Index Admiral | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2019 |
- QCBMRX - CREF Bond Market Account - R1 | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- QREARX - TIAA Real Estate Account | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- TBIIX - TIAA-CREF Bond Index Institutional | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
- QCEQIX - CREF Equity Index Account - R3 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- TBIRX - TIAA-CREF Bond Index Retirement | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
- QCILRX - CREF Inflation-Linked Bond Account - R1 | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
- QCILRX - CREF Inflation-Linked Bond Account - R1 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- TRERX - TIAA-CREF International Eq Retirement | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
- QCILIX - CREF Inflation-Linked Bond Account R3 | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Capital One | $1,001 - $15,000 | Joint | $201 - $1,000 | Interest, | 2019 |
- Bank of America | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2019 |
- QCBMIX - CREF Bond Market Account - R3 | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Bank of America | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2019 |
- TIAA-CREF Traditional | $1,000,001 - $5,000,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- TIAA-CREF Traditional | $1,000,001 - $5,000,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- TIAA-CREF Traditional | $1,000,001 - $5,000,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- TIAA-CREF Traditional | $1,000,001 - $5,000,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- TIAA-CREF Traditional | Over $1,000,000 and held independently by spouse or dependent child | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
QCSTRX QCSTRX- CREF Stock Account - R1 | $500,001 - $1,000,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- TIAA-CREF Traditional | Over $1,000,000 and held independently by spouse or dependent child | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
TIEIX TIEIX- TIAA-CREF Equity Index Fund | $500,001 - $1,000,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- QCSTIX - CREF Stock Account - R3 | $500,001 - $1,000,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- TIAA-CREF Traditional | Over $1,000,000 and held independently by spouse or dependent child | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- TIEIX - TIAA-CREF Equity Index Instl | Over $1,000,000 and held independently by spouse or dependent child | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- QCSTIX - CREF Stock Account - R3 | $500,001 - $1,000,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- TIEIX - TIAA-CREF Equity Index Instl | Over $1,000,000 and held independently by spouse or dependent child | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
QCSTRX QCSTRX- CREF Stock Account - R1 | $500,001 - $1,000,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- TIAA-CREF Traditional | Over $1,000,000 and held independently by spouse or dependent child | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
QCGLRX QCGLRX- CREF Global Equities Account - R1 | $250,001 - $500,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- QCGLIX - CREF Global Equities Account - R3 | $250,001 - $500,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- QREARX - TIAA Real Estate Account | $250,001 - $500,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- QCGLIX - CREF Global Equities Account - R3 | $250,001 - $500,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- GE Capital Bank | $250,001 - $500,000 | Joint | $2,501 - $5,000 | Interest, | 2018 |
- Capital One | $250,001 - $500,000 | Joint | $201 - $1,000 | Interest, | 2018 |
TIEIX TIEIX- TIAA-CREF Equity Index Fund | $250,001 - $500,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
QREARX QREARX- TIAA Real Estate Account | $250,001 - $500,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- QREARX - TIAA Real Estate Account | $250,001 - $500,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Bank of America | $100,001 - $250,000 | Joint | None (or less than $201) | Interest, | 2018 |
- Capital One | $100,001 - $250,000 | Joint | $1,001 - $2,500 | Interest, | 2018 |
- Bank of America | $100,001 - $250,000 | Joint | None (or less than $201) | Interest, | 2018 |
- First National Bank of Omaha | $100,001 - $250,000 | Joint | $1,001 - $2,500 | Interest, | 2018 |
QCEQRX QCEQRX- CREF Equity Index Account - R1 | $100,001 - $250,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
QREARX QREARX- TIAA Real Estate Account | $100,001 - $250,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
QCGLRX QCGLRX- CREF Global Equities Account - R1 | $100,001 - $250,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- First National Bank of Omaha | $100,001 - $250,000 | Joint | $2,501 - $5,000 | Interest, | 2018 |
- QCEQRX - CREF Equity Index Account - R1 | $100,001 - $250,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- TRBIX - TIAA-CREF Small-Cap Blend Idx Retirement | $100,001 - $250,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
TRGMX TRGMX- TIAA-CREF Mid-Cap Growth Retire | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
TRBIX TRBIX- TIAA-CREF Small-Cap Blend Idx Retire | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Synchrony Bank | $50,001 - $100,000 | Joint | $201 - $1,000 | Interest, | 2018 |
TBIIX TBIIX- TIAA-CREF Bond Index Institutional | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
TRBIX TRBIX- TIAA-CREF Small-Cap Blend Idx Retire | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- TBIIX - TIAA-CREF Bond Index Institutional | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- TBIIX - TIAA-CREF Bond Index Institutional | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
QREARX QREARX- TIAA Real Estate Account | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
QCBMRX QCBMRX- CREF Bond Market Account - R1 | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- TRBIX - TIAA-CREF Small-Cap Blend Idx Retirement | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- GE Capital Bank | $50,001 - $100,000 | Joint | $201 - $1,000 | Interest, | 2018 |
- First National Bank of Omaha | $50,001 - $100,000 | Joint | $201 - $1,000 | Interest, | 2018 |
- QCBMRX - CREF Bond Market Account - R1 | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- VFIAX-Vanguard 500 Index Admiral | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2018 |
- QREARX - TIAA Real Estate Account | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Capital One | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Interest, | 2018 |
- TRGMX - TIAA-CREF Mid-Cap Growth Retirement | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
QCILRX QCILRX- CREF Inflation-Linked Bond Account - R1 | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- QCEQRX - CREF Equity Index Account - R1 | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- QCBMRX - CREF Bond Market Account - R1 | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- TRGMX - TIAA-CREF Mid-Cap Growth Retirement | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- QREARX - TIAA Real Estate Account | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Synchrony Bank | $50,001 - $100,000 | Joint | $201 - $1,000 | Interest, | 2018 |
QCEQRX QCEQRX- CREF Equity Index Account - R1 | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
QREARX QREARX- TIAA Real Estate Account | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
QCEQRX QCEQRX- CREF Equity Index Account - R1 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Bank of America | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2018 |
- Bank of America | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2018 |
QCILRX QCILRX- CREF Inflation-Linked Bond Account - R1 | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
TBIIX TBIIX- TIAA-CREF Bond Index Institutional | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
TBIRX TBIRX- TIAA-CREF Bond Index Fund | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
QCEQRX QCEQRX- CREF Equity Index Account - R1 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
QCILRX QCILRX- CREF Inflation-Linked Bond Account - R1 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Capital One | $15,001 - $50,000 | Joint | $201 - $1,000 | Interest, | 2018 |
- TRERX - TIAA-CREF International Eq Retirement | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- QCILRX - CREF Inflation-Linked Bond Account - R1 | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- TBIRX - TIAA-CREF Bond Index Retirement | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- QCEQIX - CREF Equity Index Account - R3 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Bank of America | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2018 |
- QCILRX - CREF Inflation-Linked Bond Account - R1 | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- TBIRX - TIAA-CREF Bond Index Retirement | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- QCEQIX - CREF Equity Index Account - R3 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- QCILRX - CREF Inflation-Linked Bond Account - R1 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Bank of America | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2018 |
- QCILRX - CREF Inflation-Linked Bond Account - R1 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
TRGMX TRGMX- TIAA-CREF Mid-Cap Growth Retire | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
TRERX TRERX- TIAA-CREF International Eq Retire | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
TBIRX TBIRX- TIAA-CREF Bond Index Fund | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
QCBMRX QCBMRX- CREF Bond Market Account - R1 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- QCILIX - CREF Inflation-Linked Bond Account R3 | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- First National Bank of Omaha | $1,001 - $15,000 | Joint | $201 - $1,000 | Interest, | 2018 |
- QCBMIX - CREF Bond Market Account - R3 | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
QCBMRX QCBMRX- CREF Bond Market Account - R1 | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
QCILRX QCILRX- CREF Inflation-Linked Bond Account - R1 | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- QCBMIX - CREF Bond Market Account - R3 | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- QCILIX - CREF Inflation-Linked Bond Account R3 | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Harvard Employees Credit Union | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2018 |
- TRERX - TIAA-CREF International Eq Retirement | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Bank of America | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2018 |
- Bank of America | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2018 |
TRERX TRERX- TIAA-CREF International Eq Retire | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
QCILRX QCILRX- CREF Inflation-Linked Bond Account - R1 | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
QCILRX QCILRX- CREF Inflation-Linked Bond Account - R1 | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
QCBMRX QCBMRX- CREF Bond Market Account - R1 | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Harvard Employees Credit Union | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2018 |
- Harvard Employees Credit Union | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2018 |
- GE Capital Bank | None (or less than $1,001) | Joint | $1,001 - $2,500 | Interest, | 2018 |
- GE Capital Bank | None (or less than $1,001) | Joint | $201 - $1,000 | Interest, | 2018 |
- Synchrony Bank | None (or less than $1,001) | Joint | $201 - $1,000 | Interest, | 2018 |
IBM IBM- International Business Machines Corporation | None (or less than $1,001) | Self | $100,001 - $1,000,000 | Capital Gains, | 2018 |
- TIAA-CREF Traditional | $1,000,001 - $5,000,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
- QCSTIX - CREF Stock Account - R3 | $500,001 - $1,000,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
- TIEIX - TIAA-CREF Equity Index Instl | Over $1,000,000 and held independently by spouse or dependent child | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- TIAA-CREF Traditional | Over $1,000,000 and held independently by spouse or dependent child | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- QREARX - TIAA Real Estate Account | $250,001 - $500,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
- QCGLIX - CREF Global Equities Account - R3 | $250,001 - $500,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
- First National Bank of Omaha | $100,001 - $250,000 | Joint | $1,001 - $2,500 | Interest, | 2017 |
- QCEQRX - CREF Equity Index Account - R1 | $100,001 - $250,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
- TRBIX - TIAA-CREF Small-Cap Blend Idx Retirement | $100,001 - $250,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Capital One | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Interest, | 2017 |
- QREARX - TIAA Real Estate Account | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- QCBMRX - CREF Bond Market Account - R1 | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
VFIAX VFIAX- Vanguard 500 Index Admiral | $50,001 - $100,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2017 |
- Synchrony Bank | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Interest, | 2017 |
- TRGMX - TIAA-CREF Mid-Cap Growth Retirement | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
- TBIIX - TIAA-CREF Bond Index Institutional | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
- QCILRX - CREF Inflation-Linked Bond Account - R1 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- QCEQIX - CREF Equity Index Account - R3 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Bank of America | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2017 |
- Bank of America | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2017 |
- QCILRX - CREF Inflation-Linked Bond Account - R1 | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
- TBIRX - TIAA-CREF Bond Index Retirement | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
- QCILIX - CREF Inflation-Linked Bond Account R3 | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
- QCBMIX - CREF Bond Market Account - R3 | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
- TRERX - TIAA-CREF International Eq Retirement | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Synchrony Bank | None (or less than $1,001) | Joint | $201 - $1,000 | Interest, | 2017 |
- TIAA-CREF Traditional | $1,000,001 - $5,000,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2016 |
- TIAA-CREF Stock | $500,001 - $1,000,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2016 |
- TIAA-CREF Equity Index - Institutional | Over $1,000,000 and held independently by spouse or dependent child | Spouse | $15,001 - $50,000 | Excepted Investment Fund, | 2016 |
- TIAA-CREF Traditional | Over $1,000,000 and held independently by spouse or dependent child | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- TIAA-CREF Real Estate | $250,001 - $500,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2016 |
- TIAA-CREF Global Equities | $250,001 - $500,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Capital One | $100,001 - $250,000 | Joint | $1,001 - $2,500 | Interest, | 2016 |
- First National Bank of Omaha | $100,001 - $250,000 | Joint | $1,001 - $2,500 | Interest, | 2016 |
- Bank of America | $100,001 - $250,000 | Joint | None (or less than $201) | Interest, | 2016 |
- Synchrony Bank | $50,001 - $100,000 | Joint | $201 - $1,000 | Interest, | 2016 |
- Synchrony Bank | $50,001 - $100,000 | Joint | $201 - $1,000 | Interest, | 2016 |
- TIAA-CREF Real Estate | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- TIAA-CREF Bond Index - Institutional | $50,001 - $100,000 | Self | $201 - $1,000 | Excepted Investment Fund, | 2016 |
- TIAA-CREF Mid-Cap Gr-Retirement | $50,001 - $100,000 | Self | $2,501 - $5,000 | Excepted Investment Fund, | 2016 |
- TIAA-CREF Bond Market | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- TIAA-CREF Sm-Cap Bl Index-Retirement | $50,001 - $100,000 | Self | $5,001 - $15,000 | Excepted Investment Fund, | 2016 |
- TIAA-CREF Equity Index | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2016 |
- TIAA-CREF Bond Index - Retirement | $15,001 - $50,000 | Self | $201 - $1,000 | Excepted Investment Fund, | 2016 |
- TIAA-CREF Inflation Linked Bond-Retirement | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Bank of America | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2016 |
- TIAA-CREF Inflation Linked Bond | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- TIAA-CREF Equity Index | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Harvard Employees Credit Union | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2016 |
- TIAA-CREF Inflation Linked Bond | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2016 |
- TIAA-CREF International Equity Index-Retirement | $1,001 - $15,000 | Self | $201 - $1,000 | Excepted Investment Fund, | 2016 |
- TIAA-CREF Bond Market | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2016 |
- GE Capital Bank | None (or less than $1,001) | Joint | $201 - $1,000 | Interest, | 2016 |
- GE Capital Bank | None (or less than $1,001) | Joint | $1,001 - $2,500 | Interest, | 2016 |
- TIAA-CREF Traditional | $1,000,001 - $5,000,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2015 |
- TIAA-CREF Traditional | Over $1,000,000 and held independently by spouse or dependent child | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- TIAA-CREF Equity Index - Institutional | $500,001 - $1,000,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- TIAA-CREF Stock | $500,001 - $1,000,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2015 |
- TIAA-CREF Global Equities | $250,001 - $500,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2015 |
- GE Capital Bank | $250,001 - $500,000 | Joint | $2,501 - $5,000 | Interest, | 2015 |
- TIAA-CREF Real Estate | $250,001 - $500,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Capital One | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Interest, | 2015 |
- TIAA-CREF Equity Index | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2015 |
- TIAA-CREF Mid-Cap Gr-Retirement | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2015 |
- TIAA-CREF Sm-Cap Bl Index-Retirement | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2015 |
- GE Capital Bank | $50,001 - $100,000 | Joint | $201 - $1,000 | Interest, | 2015 |
- TIAA-CREF Bond Market | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- TIAA-CREF Real Estate | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- First National Bank of Omaha | $50,001 - $100,000 | Joint | $201 - $1,000 | Interest, | 2015 |
- TIAA-CREF Bond Index - Retirement | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2015 |
- TIAA-CREF Inflation Linked Bond | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- TIAA-CREF Bond Index - Institutional | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Bank of America | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2015 |
- Bank of America | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2015 |
- TIAA-CREF Inflation Linked Bond-Retirement | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2015 |
- TIAA-CREF Equity Index | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- TIAA-CREF Bond Market | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Harvard Employees Credit Union | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2015 |
- TIAA-CREF International Equity Index-Retirement | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2015 |
- TIAA-CREF Inflation Linked Bond | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2015 |
- TIAA-CREF Traditional | $1,000,001 - $5,000,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2014 |
- TIAA-CREF Traditional | Over $1,000,000 and held independently by spouse or dependent child | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- TIAA-CREF Stock | $500,001 - $1,000,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Capital One | $250,001 - $500,000 | Joint | $201 - $1,000 | Interest, | 2014 |
- TIAA-CREF Equity Index - Institutional | $250,001 - $500,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- TIAA-CREF Real Estate | $100,001 - $250,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Bank of America | $100,001 - $250,000 | Joint | None (or less than $201) | Interest, | 2014 |
- TIAA-CREF Equity Index | $100,001 - $250,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2014 |
- TIAA-CREF Global Equities | $100,001 - $250,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2014 |
- TIAA-CREF Sm-Cap Bl Index-Retirement | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2014 |
- TIAA-CREF Inflation Linked Bond | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Bank of America | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2014 |
- TIAA-CREF Equity Index | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- TIAA-CREF International Equity Index-Retirement | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2014 |
- TIAA-CREF Mid-Cap Gr-Retirement | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2014 |
- TIAA-CREF Real Estate | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- TIAA-CREF Bond Market | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- TIAA-CREF Inflation Linked Bond | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2014 |
- First National Bank of Omaha | $1,001 - $15,000 | Joint | $201 - $1,000 | Interest, | 2014 |
- TIAA-CREF Bond Market | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2014 |
- TIAA-CREF Inflation Linked Bond-Retirement | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Harvard Employees Credit Union | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2014 |
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