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Est. Assets
$2.5M – $9.3M
Assets Disclosed
80
Est. Liabilities
$65K – $150K
Positions Held
6
| — |
SPY |
| Vanguard Target Ret 2050 Tr Sel EIF | filer | $100,001 - $250,000 | — | — |
| MFS Value FD CLC (MEICX) EIF | filer | $100,001 - $250,000 | — | MEICX |
| JPMorgan Business Savings | filer | $100,001 - $250,000 | — | — |
| Google Stock | spouse | $50,001 - $100,000 | — | — |
| JPMorgan (SEP IRA - Cash) | filer | $50,001 - $100,000 | — | — |
| Oppenheimer Government Money Market Fund Class A (OMBXX) EIF | filer | $50,001 - $100,000 | — | OMBXX |
| Bank of America Regular Savings | filer | $15,001 - $50,000 | — | — |
| Smetanka LLC | filer | $15,001 - $50,000 | Dividends | — |
| PIMCO FD PAC INV MGMT SERIES HIGH YELD FD- INSTL EIF | filer | $15,001 - $50,000 | — | — |
| JPMorgan Classic Business Checking | filer | $15,001 - $50,000 | — | — |
| JPMorgan Private Client Checking Plus | filer | $15,001 - $50,000 | — | — |
| Mid America Capital Corporation | filer | $15,001 - $50,000 | — | — |
| iShares MSCI EAFE Index (EFA) EIF | filer | $15,001 - $50,000 | — | EFA |
| JPM Tax Aware EQ FD - Instl Fund 1236 (JDPE) EIF | filer | $15,001 - $50,000 | — | JDPE |
| Neuberger Ber MU/C Opp-Ins (NMUL) EIF | filer | $15,001 - $50,000 | — | NMUL |
| Primecap Odyssey Stock Fd (POSK) EIF | filer | $15,001 - $50,000 | — | POSK |
| Ishares Core S&P Midcap ETF (IJH) EIF | filer | $15,001 - $50,000 | — | IJH |
| Capital Gr Non US Equity (CNUS) EIF | filer | $15,001 - $50,000 | — | CNUS |
| IShares MSCI EAFE Index Fund (EFA) EIF | filer | $15,001 - $50,000 | — | EFA |
| SBE2 Inc. | filer | $15,001 - $50,000 | Dividends | — |
| JPM GLBL RES ENH INDEX FD - SEL (JEIT) EIF | filer | $15,001 - $50,000 | — | JEIT |
| JPM CORE BD FD - SEL EIF | filer | $15,001 - $50,000 | — | — |
| T Rowe Price Overseas (TROS) EIF | filer | $15,001 - $50,000 | — | TROS |
| Blackrock Global (MCLOX) EIF | filer | $15,001 - $50,000 | — | MCLOX |
| SPDR S&P 500 ETF Trust (SPY) EIF | filer | $15,001 - $50,000 | — | SPY |
| John Hancock Fdtml Large (JHLVX) EIF | filer | $15,001 - $50,000 | — | JHLVX |
| JPMorgan Brokerage (Cash) EIF | filer | $15,001 - $50,000 | — | — |
| Causeway Internatl Val-Inst (CIVI) EIF | filer | $15,001 - $50,000 | — | CIVI |
| Oppenheimer Main Street Fund Class C (MIGCX) EIF | filer | $15,001 - $50,000 | — | MIGCX |
| Oppenheimer Equity Income Fund Class C (OCEIX) EIF | filer | $15,001 - $50,000 | — | OCEIX |
| Lord Abbot Value (LFOCX) EIF | filer | $15,001 - $50,000 | — | LFOCX |
| Bank of America Checking | filer | $15,001 - $50,000 | — | — |
| Bank of America Checking | filer | $15,001 - $50,000 | — | — |
| Bank of America Adv Tiered Interest Chkg | filer | $15,001 - $50,000 | — | — |
| Bank of America Money Market Savings | filer | $15,001 - $50,000 | — | — |
| AQR Style Premia Altern I (QSPIX) EIF | filer | $1,001 - $15,000 | — | QSPIX |
| Vanguard FTSE Europe ETF (VGK) EIF | filer | $1,001 - $15,000 | — | VGK |
| Brown Adv Japan Alpha Opp-IS (BAFJ) EIF | filer | $1,001 - $15,000 | — | BAFJ |
| JPM UNCONSTRAINED DEBT FD - SELECT FUND EIF | filer | $1,001 - $15,000 | — | — |
| METROPOLITAN WEST FDS TOTAL RET CL I EIF | filer | $1,001 - $15,000 | — | — |
| IShares JP Morgan EM BOND FUND EIF | filer | $1,001 - $15,000 | — | — |
| Vanguard Wellesley Income Fund Adm EIF | filer | $1,001 - $15,000 | — | — |
| Alphabet Inc SHS CL A (Googl) | filer | $1,001 - $15,000 | — | — |
| Davis NY Venture FD CL A (NY EIF | filer | $1,001 - $15,000 | — | — |
| JPMorgan Core Bond FD C (OBOCX) EIF | filer | $1,001 - $15,000 | — | OBOCX |
| Loomis Sayles Strategic (NECZX EIF | filer | $1,001 - $15,000 | — | — |
| iShares Russell 1000 Value Index (IWD) EIF | filer | $1,001 - $15,000 | — | IWD |
| Vanguard High Dividend Yield Index (VYM) EIF | filer | $1,001 - $15,000 | — | VYM |
| RiverNorth Core Opp (RNCOX) EIF | filer | $1,001 - $15,000 | — | RNCOX |
| iShares Russell 1000 Growth (IWF) EIF | filer | $1,001 - $15,000 | — | IWF |
| iShares Russell Midcap Index (IWR) EIF | filer | $1,001 - $15,000 | — | IWR |
| iShares Russell 2000 Value (IWN) EIF | filer | $1,001 - $15,000 | — | IWN |
| Meridian Sm Cap Growth Fund (MSGGX) EIF | filer | $1,001 - $15,000 | — | MSGGX |
| Oppenheimer Dev Markets Y (ODVYX) EIF | filer | $1,001 - $15,000 | — | ODVYX |
| IVA International (IVIQX) EIF | filer | $1,001 - $15,000 | — | IVIQX |
| Vanguard ST Inv Grad Bd (VFSUX) EIF | filer | $1,001 - $15,000 | — | VFSUX |
| BlackRock Strategic Opp Inst (BSIIX) EIF | filer | $1,001 - $15,000 | — | BSIIX |
| Bramshill Incm Perf Fed (BRMSX) EIF | filer | $1,001 - $15,000 | — | BRMSX |
| Boston Partners L/S Equity (BPLSX) EIF | filer | $1,001 - $15,000 | — | BPLSX |
| iShares Russell 1000 Growth (IWF) EIF | filer | $1,001 - $15,000 | — | IWF |
| Oppenheimer Equity Fund Class C (OEQCX) EIF | filer | $1,001 - $15,000 | — | OEQCX |
| Oppenheimer Corporate Bond Fund Class C (OFICX) EIF | filer | $1,001 - $15,000 | — | OFICX |
| Federated Intercontinental FD CL C (ICFFX) EIF | filer | $1,001 - $15,000 | — | ICFFX |
| Invesco European Growth Fund CL C (AEDCX EIF | filer | $1,001 - $15,000 | — | — |
| FT NASDAQ 100 Technology Index Fund (QTEC) EIF | filer | $1,001 - $15,000 | — | QTEC |
| IShares Inc MSCI Japan New (EWJ) EIF | filer | $1,001 - $15,000 | — | EWJ |
| Vanguard INTM TRM INV G-ADM EIF | filer | $1,001 - $15,000 | — | — |
| Alphabet Inc. SHS CL C (GOOG) | filer | $1,001 - $15,000 | — | GOOG |
| Princeton Capital Corp (PIAC) EIF | filer | $1,001 - $15,000 | — | PIAC |
| Texas Instruments Inc (TXN) | filer | $1,001 - $15,000 | — | TXN |
| Prime Health Services (Healthcare/Cost Containment) | filer | — | Consulting Fees | — |
| Donald J. Trump for America, Inc. | filer | — | Salary | — |
| General Moly Inc. (GMO) | filer | None (or less than $1,001) | — | GMO |
| Presidential Inaugural Committee | filer | — | Salary | — |
| spouse | None (or less than $1,001) | Salary, Bonus | — |
| Strategy International LLC | filer | None (or less than $1,001) | — | — |