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Est. Assets
$699K – $1.6M
Assets Disclosed
23
Est. Liabilities
None
Positions Held
2
| cgcn defined contribution 401(k) |
| $15,001 - $50,000 |
| — |
| — |
| cgcn group, cash balance pension plan | $15,001 - $50,000 | — | — |
| American Funds: Investment Co EIF | $15,001 - $50,000 | — | — |
| America Funds Growth Fund of America EIF | $15,001 - $50,000 | — | — |
| America Funds VCSP | $15,001 - $50,000 | — | — |
| Goldman Sachs Capital Growth Fund A EIF | $1,001 - $15,000 | — | — |
| Invesco Value Opportunities Fund A EIF | $1,001 - $15,000 | — | — |
| American Funds New Economy Fund A EIF | $1,001 - $15,000 | — | — |
| American Funds Small Cap World Fund A EIF | $1,001 - $15,000 | — | — |
| American Funds New Economy Fund A (ANEFX) | $1,001 - $15,000 | — | ANEFX |
| Bank of America Corp (stock) | $1,001 - $15,000 | — | — |
| General Electric Co | $1,001 - $15,000 | — | — |
| Corning Inc | $1,001 - $15,000 | — | — |
| Bank of New York (stock) | $1,001 - $15,000 | — | — |
| JP Morgan Smart Retirement 2045 A EIF | — | — | — |
| Northern Trust Focused 2040 EIF | — | — | — |
| PPL Corp 401(k) | — | — | — |
| Virginia 529 InVest | — | — | — |
| FTI Consulting 401(k) | — | — | — |