—
Net Worth Est.
$154KTrade volume
$0Total trades
-----Last Traded
----Mutual Funds
$146K
Bank Accounts, Money Market Accounts and CDs
$8K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
CMPIX Principal MFS 401K ⇒ Core Fixed Income Fund, Class A (CMPIX) [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Capital Gains | 2023 | |
PLGAX Principal MFS 401K ⇒ Principal Funds, Inc. - LargeCap Growth Fund I, Class A (PLGAX) [MF]Mutual Funds | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains | 2023 | |
PRWLX Principal MFS 401K ⇒ Principal Fds, Inc. Diversified International Fd Cl A (PRWLX) [MF]Mutual Funds | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains | 2023 | |
SRHQX Principal MFS 401K ⇒ Principal Fds, Inc. Short-Term Income Fd Cl A (SRHQX) [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Capital Gains | 2023 | |
TCLRX PFS IRA TIAA CREF Life Cycle 2035 RTMT ⇒ Nuveen Lifecycle 2035 Fund Retirement (TCLRX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
![Iowa State Bank Checking Account [BA]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Iowa State Bank Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $201 - $1,000 | Interest | 2023 | |
PQIAX Principal MFS 401K ⇒ Principal Fds, Inc. Equity Income Fd Cl A (PQIAX) [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains | 2023 | |
- IPERS Pension [PE]Pensions | Undetermined | Tax-Deferred | 2023 | ||
PE HCS Pension (PE) [PE]Pensions | Undetermined | SP | Tax-Deferred | 2023 | |
CMPIX Principal MFS 401K ⇒ Principal Core Fix Income Fund Class A (CMPIX) [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Capital Gains | 2022 | |
SRHOX Principal MFS 401K ⇒ Short Term Fixed Income (SRHOX) [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Capital Gains | 2022 | |
PLGAX Principal MFS 401K ⇒ Principal LargeCap Growth Fund I Class A (PLGAX) [MF]Mutual Funds | $15,001 - $50,000 | $15,001 - $50,000 | Capital Gains | 2022 | |
- PFS IRA TIAA CREF Life Cycle 2035 RTMT ⇒ PFS IRA TIAA CREF Life Cycle 2035 RTMT [IH]IRA (Held in Cash) | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
PRWLX Principal MFS 401K ⇒ Principal Diversified International Fund Class A (PRWLX) [MF]Mutual Funds | $15,001 - $50,000 | $15,001 - $50,000 | Capital Gains | 2022 | |
- Iowa State Bank Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $201 - $1,000 | Interest | 2022 | |
PQIAX Principal MFS 401K ⇒ Principal Equity Income Fund Class A (PQIAX) [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains | 2022 | |
- IPERS Pension [PE]Pensions | Undetermined | Tax-Deferred | 2022 | ||
- HCS Pension [PE]Pensions | Undetermined | SP | Tax-Deferred | 2022 | |
- IPERS Pension [PE]Pensions | $50,001 - $100,000 | $2,501 - $5,000 | Interest | 2021 | |
SRHQX Principal MFS 401K ⇒ Short Term Fixed Income (SRHQX) [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Capital Gains | 2021 | |
PLGAX Principal MFS 401K ⇒ Principal LargeCap Growth Fund I Class A (PLGAX) [MF]Mutual Funds | $15,001 - $50,000 | $15,001 - $50,000 | Capital Gains | 2021 | |
MF HCS Pension (MF) [PE]Pensions | $15,001 - $50,000 | SP | $2,501 - $5,000 | Interest | 2021 |
- PFS IRA TIAA CREF Life Cycle 2035 RTMT ⇒ PFS IRA TIAA CREF Life Cycle 2035 RTMT [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Capital Gains | 2021 | |
CMPIX Principal MFS 401K ⇒ Principal Core Fix Income Fund Class A (CMPIX) [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Capital Gains | 2021 | |
PRWLX Principal MFS 401K ⇒ Principal Diversified International Fund Class A (PRWLX) [MF]Mutual Funds | $15,001 - $50,000 | $15,001 - $50,000 | Capital Gains | 2021 | |
- Iowa State Bank Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $201 - $1,000 | Interest | 2021 | |
PQIAX Principal MFS 401K ⇒ Principal Equity Income Fund Class A (PQIAX) [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains | 2021 |
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