Jennifer Morgan - Director Adviser & Broker Dealer
Location
West Des Moines, IA
Holdings as of
31 Dec 2015
Value $
$42,974,000
Num holdings
24
Filing time
16 Feb 2016, 16:34:33 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included LQD, AIM SHORT TERM INV TR TREAS, VCIT, JPMORGAN US GOVT MMKT FD, and IWD.
Filing 2015 Q4 compared to 2015 Q3 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
Person Signing this Report on Behalf of Reporting Manager:
Name
Title
City, State
Date
Jennifer Morgan
Director Adviser & Broker Dealer
West Des Moines, Iowa
16 Feb 2016
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