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Est. Assets
$537K – $1.8M
Assets Disclosed
45
Est. Liabilities
$600K – $1.3M
Positions Held
2
| $15,001 - $50,000 |
| — |
| Melrose Park Illinois Government Bonds 4.5% | $15,001 - $50,000 | Interest |
| Ishares S&P 500 Value ETF EIF | $15,001 - $50,000 | — |
| Cubic Corporation (Defense) | $15,001 - $50,000 | Salary |
| Vanguard CRSP US Mid Cap Growth Ind ETF EIF | $15,001 - $50,000 | — |
| IShares S&P 500 Growth ETF EIF | $15,001 - $50,000 | — |
| Cubic Stock, held in Etrade stock plan | $15,001 - $50,000 | Dividends |
| FDIC ensured Deposit Account ida12 not covered by SIPC | $1,001 - $15,000 | Interest |
| SPDR Dow Jones Industrial Average ETF Trust 100% Equity EIF | $1,001 - $15,000 | — |
| Sector SPDR Energy EIF | $1,001 - $15,000 | — |
| Anthem Inc Equity | $1,001 - $15,000 | Dividends |
| Broadcom LTD Equity | $1,001 - $15,000 | Dividends |
| Delta Airlines Inc Equity | $1,001 - $15,000 | Dividends |
| Edwards Lifesciences Corp Equity | $1,001 - $15,000 | Dividends |
| Las Vegas Sands Corp Equity | $1,001 - $15,000 | Dividends |
| Netflix Com Inc Equity | $1,001 - $15,000 | Dividends |
| Paccar Inc Equities | $1,001 - $15,000 | Dividends |
| Yahoo Inc Equities | $1,001 - $15,000 | Dividends |
| Davis Financial Fund 100% Equities EIF | $1,001 - $15,000 | — |
| Zillow Group Inc Shs | $1,001 - $15,000 | Dividends |
| First TR Energy Income Growth Fund 100% EIF | $1,001 - $15,000 | — |
| Ishares 20+ year Treasury Bond ETF EIF | $1,001 - $15,000 | — |
| Powershares qqq Trust SE 100% EIF | $1,001 - $15,000 | — |
| SPDR SP Oil Gas Explorer 100% Equity EIF | $1,001 - $15,000 | — |
| Wisdomtree Trust Japan EIF | $1,001 - $15,000 | — |
| Sector SPDR Energy 100% Equity EIF | $1,001 - $15,000 | — |
| Pen Fed Savings Account | $1,001 - $15,000 | Interest |
| Pen Fed Checking Account | $1,001 - $15,000 | Interest |
| Schwab Emerging Markets Equity EIF | $1,001 - $15,000 | — |
| Vanguard FTSE Developed Markets ETF EIF | $1,001 - $15,000 | — |
| Vanguard Consumer DSC Index EIF | $1,001 - $15,000 | — |
| Vanguard Financials Index EIF | $1,001 - $15,000 | — |
| Vanguard Info Tech Index EIF | $1,001 - $15,000 | — |
| Vanguard US CRSP US Mid Cap Value Index ETF EIF | $1,001 - $15,000 | — |
| Reading Pennsylvania School District Government Bonds 2% Fixed Income | $1,001 - $15,000 | Interest |
| Vanguard CRSP Small Cap Growth Index ETF EIF | $1,001 - $15,000 | — |
| Vanguard CRSP US Small Cap Value Index ETF EIF | $1,001 - $15,000 | — |
| Cinco Southwest Texas Municipal Utility Revenue Bonds 3.5% | $1,001 - $15,000 | Interest |
| New Hope Cultural Education Financial Corporation Revenue Bonds 4% | $1,001 - $15,000 | Interest |
| Cash Deposit Account, in Etrade Account | None (or less than $1,001) | Interest |