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Est. Assets
$886K – $2.1M
Assets Disclosed
38
Est. Liabilities
None
Positions Held
1
| Invesco Diversified Dividend Y (LCEYX) EIF | spouse | $50,001 - $100,000 | — | LCEYX |
| Pioneer Fundamental Growth (FUNYX) EIF | spouse | $50,001 - $100,000 | — | FUNYX |
| Hartford Schroeders US SMMD CP OPP I (SMDIX) EIF | spouse | $50,001 - $100,000 | — | SMDIX |
| American Century Select (TWCIX) EIF | filer | $15,001 - $50,000 | — | TWCIX |
| Oppenheimer Senior Floating Rate Y (OOSYX) EIF | spouse | $15,001 - $50,000 | — | OOSYX |
| Dreyfus/Standish Global Fixed Income I EIF | spouse | $15,001 - $50,000 | — | — |
| John Hancock Bond I (JHBIX) EIF | spouse | $15,001 - $50,000 | — | JHBIX |
| Oppenheimer International Diversified Y (OYDYX) EIF | filer | $15,001 - $50,000 | — | OYDYX |
| Roth IRA | spouse | $15,001 - $50,000 | — | — |
| Virtus Multi Select Short Term Bond (PIMSX) EIF | spouse | $15,001 - $50,000 | — | PIMSX |
| Traditional IRA Account | filer | $15,001 - $50,000 | — | — |
| Roth IRA | filer | $1,001 - $15,000 | — | — |
| CD | filer | $1,001 - $15,000 | Dividends | — |
| Cash | filer | $1,001 - $15,000 | — | — |
| Cohen & Steers Global (INB) EIF | filer | $1,001 - $15,000 | — | INB |
| Vaneck Vectors Gold Miners ETF (GDX) EIF | spouse | $1,001 - $15,000 | — | GDX |
| Cash | spouse | $1,001 - $15,000 | — | — |
| Invesco Diversified Dividend Y (LCEYX) EIF | spouse | $1,001 - $15,000 | — | LCEYX |
| John Hancock Bond I (JHBIX) EIF | spouse | $1,001 - $15,000 | — | JHBIX |
| MFS International Diversification (MDIJX) EIF | spouse | $1,001 - $15,000 | — | MDIJX |
| Oppenheimer International Diversified Y (OIDYX) EIF | spouse | $1,001 - $15,000 | — | OIDYX |
| Oppenheimer Senior Floating Rate Y (OOSYX) EIF | spouse | $1,001 - $15,000 | — | OOSYX |
| Pioneer Fundamental Growth Y (FUNYX) EIF | spouse | $1,001 - $15,000 | — | FUNYX |
| Virtus Multi Select Short Term Bond (PIMSX) EIF | spouse | $1,001 - $15,000 | — | PIMSX |
| Samuel Adams, Boston Beer stock (SAM) | filer | $1,001 - $15,000 | — | SAM |
| Dreyfus/Standish Global Fixed Income I (SDGIX) EIF | spouse | $1,001 - $15,000 | — | SDGIX |
| Hartford Schroeder US SMMD CP OPP I (SMDIX) EIF | spouse | $1,001 - $15,000 | — | SMDIX |
| Metropolitan West Total Return Bond (MWTIX) EIF | spouse | None (or less than $1,001) | — | MWTIX |
| Guggenheim Total Return BD I (GIBIX) EIF | spouse | None (or less than $1,001) | — | GIBIX |
| Doubleline Total Return I (DBLTX) EIF | spouse | None (or less than $1,001) | — | DBLTX |
| Prudential High-Yield Z (PHYZX) EIF | spouse | None (or less than $1,001) | — | PHYZX |
| SEP IRA | spouse | — | — | — |
| Donald J. Trump for President, Inc. | filer | None (or less than $1,001) | independent contractor consulting fees | — |
| Cash | spouse | None (or less than $1,001) | — | — |
| Hawaii Electric Industries (HE) | filer | None (or less than $1,001) | Dividends | HE |