Joni K Ernst — 2025 financial disclosure
| Report type | Annual |
| Filing year | 2025 |
| Chamber | senate |
| State of Iowa Retirement | Unascertainable · None · None (or less than $201) |
| First Interstate Bank | $1,001 - $15,000 · Interest · None (or less than $201) |
| U.S. Senate Federal Credit Union | $1,001 - $15,000 · Dividends · None (or less than $201) |
| Axos Advisor Services Roth IRA | -- |
| DWGHX - American Funds Developing World Growth and Incom | $1,001 - $15,000 · None · None (or less than $201) |
| AMRFX - American Mutual Fund Class F-2 Shares | $1,001 - $15,000 · None · None (or less than $201) |
| FINFX - Fundamental Investors Class F-2 Shares | $1,001 - $15,000 · None · None (or less than $201) |
| IGFFX - International Growth and Income Fd Cl F-2 Shs | $1,001 - $15,000 · None · None (or less than $201) |
| NEFFX - The New Economy Fund Class F-2 Shs | $1,001 - $15,000 · None · None (or less than $201) |
| IVW - iShares S&P 500 Growth ETF | $1,001 - $15,000 · None · None (or less than $201) |
| SPY - SPDR??S&P 500? ETF Trust | $1,001 - $15,000 · None · None (or less than $201) |
| MIAYX - American Funds Multi-Sector Income Fund Class F- | $1,001 - $15,000 · None · None (or less than $201) |
| AIVFX - American Funds International Vantage Fund Class | $1,001 - $15,000 · None · None (or less than $201) |
| QQQ - Invesco QQQ Trust, Series 1 | $1,001 - $15,000 · None · None (or less than $201) |
| EEM - iShares MSCI Emerging Markets ETF | $1,001 - $15,000 · None · None (or less than $201) |
| EFA - iShares MSCI EAFE ETF | $1,001 - $15,000 · None · None (or less than $201) |
| SSO - ProShares Ultra S&P500 | $1,001 - $15,000 · None · None (or less than $201) |
| QLD - ProShares Ultra QQQ | $1,001 - $15,000 · None · None (or less than $201) |
| MFAFX - American Funds Mortgage Fund - Class F-2 | $1,001 - $15,000 · None · None (or less than $201) |
| ABNFX - BOND FUND OF AMERICA - Class F-2 | $1,001 - $15,000 · None · None (or less than $201) |
| FRGXX - Government Portfolio - Institutional Class | $1,001 - $15,000 · None · None (or less than $201) |
| FTDZX - FRANKLIN BIOTECHNOLOGY DISCOVERY FUND - Advisor Class | $1,001 - $15,000 · None · None (or less than $201) |
| SMCFX - SMALLCAP WORLD FUND INC - Class F-2 | $1,001 - $15,000 · None · None (or less than $201) |
| Pershing LLC | -- |
| DODIX - Dodge & Cox Income Fund | $15,001 - $50,000 · Dividends · $201 - $1,000 |
| FIHBX - Federated Hermes Institutional High Yield Bond Fun | $1,001 - $15,000 · Dividends · $201 - $1,000 |
| FXAIX - Fidelity 500 Index Fund | $15,001 - $50,000 · Dividends · $201 - $1,000 |
| TRLGX - T. Rowe Price Large-Cap Growth Fund I Class | $15,001 - $50,000 · Dividends, Capital Gains · $1,001 - $2,500 |
| MEIIX - MFS Value Fund Class I | $15,001 - $50,000 · Dividends, Capital Gains · $1,001 - $2,500 |
| PRRIX - PIMCO Real Return Fund Institutional Class | $1,001 - $15,000 · Dividends · $201 - $1,000 |
| PIREX - Principal Real Estate Securities Fund Institutiona | $1,001 - $15,000 · Dividends, Capital Gains · None (or less than $201) |
| VMVAX - Vanguard Mid-Cap Value Index Fund Admiral Shares | $1,001 - $15,000 · Dividends · $201 - $1,000 |
| VIMAX - Vanguard Mid-Cap Index Fund Admiral Shares | $1,001 - $15,000 · Dividends · None (or less than $201) |
| GOSXX - Federated Hermes Government Obligations Fund - Service Shares | $1,001 - $15,000 · Dividends · None (or less than $201) |
| OTCIX - MFS Mid Cap Growth Fund - Class I | $1,001 - $15,000 · Capital Gains · $1,001 - $2,500 |
| Axos Advisor Services Traditional IRA | -- |
| IVW - iShares S&P 500 Growth ETF | $1,001 - $15,000 · None · None (or less than $201) |
| SPY - SPDR??S&P 500? ETF Trust | $1,001 - $15,000 · None · None (or less than $201) |
| AVEM - Avantis Emerging Markets Equity ETF | $1,001 - $15,000 · None · None (or less than $201) |
| QARP - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF | $1,001 - $15,000 · None · None (or less than $201) |
| … | 14 more assets: every one is in the complete record on this filing's page |
The complete record
| party | Republican |
| state | IA |
| office | Ernst, Joni (Senator) |
| source | SENATE_EFD_AFD |
| chamber | senate |
| filing id | senate-annual-4498b05c-5009-4f94-9c9d-021f32390dbd |
| report url | https://efdsearch.senate.gov/search/view/annual/4498b05c-5009-4f94-9c9d-021f32390dbd/ |
| scraped at | 2026-06-15T10:30:08.044Z |
| asset count | 54 |
| bioguide id | E000295 |
| filing date | 2026-05-15 |
| filing year | 2025 |
| member last | Ernst |
| member name | Joni K Ernst |
| report type | Annual |
| member first | Joni K |
| content parsed | true |
| report subtype | annual |
| state district | — |
| liability count | 1 |
assets (54)
| owner | ticker | location | asset name | asset type | row number | description | income type | value range | income range | asset subtype |
|---|---|---|---|---|---|---|---|---|---|---|
| Self | — | — | State of Iowa Retirement | Retirement Plans | 1 | — | None | Unascertainable | None (or less than $201) | Defined Benefit Pension Plan |
| Self | — | Omaha, NE | First Interstate Bank | Bank Deposit | 2 | Type: Checking | Interest | $1,001 - $15,000 | None (or less than $201) | — |
| Self | — | Washington, DC | U.S. Senate Federal Credit Union | Bank Deposit | 3 | Type: Checking, Savings | Dividends | $1,001 - $15,000 | None (or less than $201) | — |
| Self | — | — | Axos Advisor Services Roth IRA | Retirement Plans | 4 | — | — | -- | — | IRA |
| Self | — | — | DWGHX - American Funds Developing World Growth and Incom | Mutual Funds | 4.1 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | AMRFX - American Mutual Fund Class F-2 Shares | Mutual Funds | 4.2 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | FINFX - Fundamental Investors Class F-2 Shares | Mutual Funds | 4.3 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | IGFFX - International Growth and Income Fd Cl F-2 Shs | Mutual Funds | 4.4 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | NEFFX - The New Economy Fund Class F-2 Shs | Mutual Funds | 4.5 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | IVW - iShares S&P 500 Growth ETF | Mutual Funds | 4.6 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | SPY - SPDR??S&P 500? ETF Trust | Mutual Funds | 4.7 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | MIAYX - American Funds Multi-Sector Income Fund Class F- | Mutual Funds | 4.8 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | AIVFX - American Funds International Vantage Fund Class | Mutual Funds | 4.9 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | QQQ - Invesco QQQ Trust, Series 1 | Mutual Funds | 4.10 | — | None | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | EEM - iShares MSCI Emerging Markets ETF | Mutual Funds | 4.11 | — | None | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | EFA - iShares MSCI EAFE ETF | Mutual Funds | 4.12 | — | None | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | SSO - ProShares Ultra S&P500 | Mutual Funds | 4.13 | — | None | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | QLD - ProShares Ultra QQQ | Mutual Funds | 4.14 | — | None | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | MFAFX - American Funds Mortgage Fund - Class F-2 | Mutual Funds | 4.15 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | ABNFX - BOND FUND OF AMERICA - Class F-2 | Mutual Funds | 4.16 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | FRGXX - Government Portfolio - Institutional Class | Mutual Funds | 4.17 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | FTDZX - FRANKLIN BIOTECHNOLOGY DISCOVERY FUND - Advisor Class | Mutual Funds | 4.18 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | SMCFX - SMALLCAP WORLD FUND INC - Class F-2 | Mutual Funds | 4.19 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | Pershing LLC | Brokerage/Managed Account | 5 | — | — | -- | — | — |
| Self | — | — | DODIX - Dodge & Cox Income Fund | Mutual Funds | 5.1 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | Mutual Fund |
| Self | — | — | FIHBX - Federated Hermes Institutional High Yield Bond Fun | Mutual Funds | 5.2 | — | Dividends | $1,001 - $15,000 | $201 - $1,000 | Mutual Fund |
| Self | — | — | FXAIX - Fidelity 500 Index Fund | Mutual Funds | 5.3 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | Mutual Fund |
| Self | — | — | TRLGX - T. Rowe Price Large-Cap Growth Fund I Class | Mutual Funds | 5.4 | — | Dividends, Capital Gains | $15,001 - $50,000 | $1,001 - $2,500 | Mutual Fund |
| Self | — | — | MEIIX - MFS Value Fund Class I | Mutual Funds | 5.5 | — | Dividends, Capital Gains | $15,001 - $50,000 | $1,001 - $2,500 | Mutual Fund |
| Self | — | — | PRRIX - PIMCO Real Return Fund Institutional Class | Mutual Funds | 5.6 | — | Dividends | $1,001 - $15,000 | $201 - $1,000 | Mutual Fund |
| Self | — | — | PIREX - Principal Real Estate Securities Fund Institutiona | Mutual Funds | 5.7 | — | Dividends, Capital Gains | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | VMVAX - Vanguard Mid-Cap Value Index Fund Admiral Shares | Mutual Funds | 5.8 | — | Dividends | $1,001 - $15,000 | $201 - $1,000 | Mutual Fund |
| Self | — | — | VIMAX - Vanguard Mid-Cap Index Fund Admiral Shares | Mutual Funds | 5.9 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | GOSXX - Federated Hermes Government Obligations Fund - Service Shares | Mutual Funds | 5.10 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | OTCIX - MFS Mid Cap Growth Fund - Class I | Mutual Funds | 5.11 | — | Capital Gains | $1,001 - $15,000 | $1,001 - $2,500 | Mutual Fund |
| Self | — | — | Axos Advisor Services Traditional IRA | Brokerage/Managed Account | 6 | — | — | -- | — | — |
| Self | — | — | IVW - iShares S&P 500 Growth ETF | Mutual Funds | 6.1 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | SPY - SPDR??S&P 500? ETF Trust | Mutual Funds | 6.2 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | AVEM - Avantis Emerging Markets Equity ETF | Mutual Funds | 6.3 | — | None | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | QARP - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF | Mutual Funds | 6.4 | — | None | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | GSLC - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF | Mutual Funds | 6.5 | — | None | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF | Mutual Funds | 6.6 | — | None | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | QQQ - Invesco QQQ Trust, Series 1 | Mutual Funds | 6.7 | — | None | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | EEM - iShares MSCI Emerging Markets ETF | Mutual Funds | 6.8 | — | None | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | EFA - iShares MSCI EAFE ETF | Mutual Funds | 6.9 | — | None | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | TDV - ProShares S&P Technology Dividend Aristocrats ETF | Mutual Funds | 6.10 | — | None | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | SSO - ProShares Ultra S&P500 | Mutual Funds | 6.11 | — | None | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | QLD - ProShares Ultra QQQ | Mutual Funds | 6.12 | — | None | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | FNDF - Schwab Fundamental International Equity ETF | Mutual Funds | 6.13 | — | None | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | TOUS - T. Rowe Price International Equity ETF | Mutual Funds | 6.14 | — | None | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | VFLO - VictoryShares Free Cash Flow ETF | Mutual Funds | 6.15 | — | None | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | FRGXX - Government Portfolio - Institutional Class | Mutual Funds | 6.16 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | Richmond, Virginia | Capital One | Bank Deposit | 7 | Type: Savings | Interest | $1,001 - $15,000 | $201 - $1,000 | — |
| Joint | — | Omaha, NE | First Interstate Bank | Bank Deposit | 8 | Type: Checking, Money Market Account | Interest | $250,001 - $500,000 | $1,001 - $2,500 | — |
liabilities (1)
| debtor | comment | creditor | incurred | location | rate term | row number | amount range | liability type |
|---|---|---|---|---|---|---|---|---|
| Self | n/a | Freedom Mortgage | 2020 | Indianapolis, IN | 2.75% (30 years) | 1 | $50,001 - $100,000 | Mortgage |