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Est. Assets
$1.8M – $5.2M
Assets Disclosed
97
Est. Liabilities
None
Positions Held
2
| filer |
| $50,001 - $100,000 |
| — |
| Primecap Odyssey EIF | filer | $50,001 - $100,000 | — |
| Fidelity Investments, Phantom Short-Term Shares | filer | $50,001 - $100,000 | — |
| T. Rowe Price Institutional International Concentrated EIF | filer | $15,001 - $50,000 | — |
| Harding Loevener International Equity EIF | filer | $15,001 - $50,000 | — |
| Wasatch International Ops EIF | filer | $15,001 - $50,000 | — |
| FEIKX - Fidelity Equity Income EIF | filer | $15,001 - $50,000 | — |
| FCNKX - Fidelity Contrafund EIF | filer | $15,001 - $50,000 | — |
| SPHIX - Fidelity High Income EIF | filer | $15,001 - $50,000 | — |
| Invesco Comstock A EIF | spouse | $15,001 - $50,000 | — |
| AIG FDIC Insured Money Fund | filer | $15,001 - $50,000 | — |
| Victory Sycamore Established Value EIF | filer | $15,001 - $50,000 | — |
| T. Rowe Price US Small Cap Growth EIF | filer | $15,001 - $50,000 | — |
| Homestead Small Company EIF | filer | $15,001 - $50,000 | — |
| T. Rowe Price Institutional International Concentrated EIF | filer | $15,001 - $50,000 | — |
| Harding Loevner Inter EIF | filer | $15,001 - $50,000 | — |
| Wasatch International Opps Inst. EIF | filer | $15,001 - $50,000 | — |
| Grandeur Peak International Stalwarts EIF | filer | $15,001 - $50,000 | — |
| Oppenheimer Developing Markets EIF | filer | $15,001 - $50,000 | — |
| Hartford World Bond EIF | filer | $15,001 - $50,000 | — |
| FPA New Income EIF | filer | $15,001 - $50,000 | — |
| FPA New Income EIF | filer | $15,001 - $50,000 | — |
| Allianz RCM Short Duration High Income EIF | filer | $15,001 - $50,000 | — |
| ARBNX Arbitrage I Fund EIF | filer | $15,001 - $50,000 | — |
| Touchstone Arbitrage EIF | filer | $15,001 - $50,000 | — |
| Energy Select Sector SPDR EIF | filer | $15,001 - $50,000 | — |
| Allianz RCM Short Duration High Income EIF | filer | $15,001 - $50,000 | — |
| FSMVX - Fidelity Mid Cap Value EIF | filer | $15,001 - $50,000 | — |
| FKMCX - Fidelity Mid Cap Stock EIF | filer | $15,001 - $50,000 | — |
| Energy Select SPDR EIF | filer | $15,001 - $50,000 | — |
| FRESX - Fidelity Real Estate Investment EIF | filer | $15,001 - $50,000 | — |
| FISMX - Fidelity International Small Cap EIF | filer | $15,001 - $50,000 | — |
| FCPVX - Fidelity Small Cap Value EIF | filer | $15,001 - $50,000 | — |
| Fidelity Retiree Health Reimbursement Plan | filer | $15,001 - $50,000 | — |
| Vanguard Market Neutral Fund EIF | filer | $15,001 - $50,000 | — |
| JPMorgan US Equity A EIF | spouse | $15,001 - $50,000 | — |
| Nuveen Mid Cap Growth Opp EIF | spouse | $15,001 - $50,000 | — |
| Virtus Mid-Cap Value EIF | spouse | $15,001 - $50,000 | — |
| Allianz NFJ Small Cap Value EIF | spouse | $15,001 - $50,000 | — |
| Thornburg International Value EIF | spouse | $15,001 - $50,000 | — |
| Oppenheimer Global EIF | spouse | $15,001 - $50,000 | — |
| PIMCO Total Return EIF | spouse | $15,001 - $50,000 | — |
| Invesco Real Estate Fund EIF | spouse | $15,001 - $50,000 | — |
| FCPGX - Fidelity Small Cap Growth EIF | filer | $15,001 - $50,000 | — |
| FSHBX - Fidelity Short Term Bond Fund EIF | filer | $15,001 - $50,000 | — |
| FKEMX - Fidelity Emerging Markets EIF | filer | $15,001 - $50,000 | — |
| First Eagle Global EIF | spouse | $15,001 - $50,000 | — |
| FNARX - Fidelity Select Natural Resources EIF | filer | $15,001 - $50,000 | — |
| FBKWX - FA Total Bond Z EIF | filer | $15,001 - $50,000 | — |
| FDIC Insured Deposit at Wells Fargo | filer | $15,001 - $50,000 | — |
| POGRX - Primecap Odyssey Growth EIF | filer | $15,001 - $50,000 | — |
| Diamond Hill Large Cap EIF | filer | $15,001 - $50,000 | — |
| Victory RS Mid Cap growth Fund EIF | filer | $15,001 - $50,000 | — |
| Victory Sycamore Established Value Fund EIF | filer | $15,001 - $50,000 | — |
| T. Rowe Price US Small Cap Growth EIF | filer | $15,001 - $50,000 | — |
| Fidelity Advisor Small Cap Value EIF | filer | $15,001 - $50,000 | — |
| US Bank Account #2 | filer | $1,001 - $15,000 | — |
| FSPHX - Fidelity Select Healthcare EIF | filer | $1,001 - $15,000 | — |
| IDPR Insured Deposit Program | filer | $1,001 - $15,000 | — |
| Grandeur Peak International Stalwarts EIF | filer | $1,001 - $15,000 | — |
| Oppenheimer Developing Markets EIF | filer | $1,001 - $15,000 | — |
| Hartford World Bond EIF | filer | $1,001 - $15,000 | — |
| Templeton Global Bond EIF | filer | $1,001 - $15,000 | — |
| ARBNX Arbitrage I Fund EIF | filer | $1,001 - $15,000 | — |
| Touchstone Arbitrage EIF | filer | $1,001 - $15,000 | — |
| Vanguard Market Neutral Fund EIF | filer | $1,001 - $15,000 | — |
| JPMorgan Market Expansion Enhanced Index EIF | filer | $1,001 - $15,000 | — |
| First Eagle Global Bond EIF | filer | $1,001 - $15,000 | — |
| Invesco Stable Asset EIF | spouse | $1,001 - $15,000 | — |
| JM Morgan Market Expansion Enhanced Index EIF | spouse | $1,001 - $15,000 | — |
| Wasatch International Opps EIF | spouse | $1,001 - $15,000 | — |
| Primecap Odyssey Growth EIF | spouse | $1,001 - $15,000 | — |
| Diamond Hill Large Cap EIF | spouse | $1,001 - $15,000 | — |
| Victory RS Mid Cap Growth EIF | spouse | $1,001 - $15,000 | — |
| Victory Sycamore Estblished Value EIF | spouse | $1,001 - $15,000 | — |
| T. Rowe Price US Small Cap Growth EIF | spouse | $1,001 - $15,000 | — |
| Fidelity Advisor Small Cap Value EIF | spouse | $1,001 - $15,000 | — |
| T. Rowe Price Institutional International Concentrated EIF | spouse | $1,001 - $15,000 | — |
| Harding Loevner International Equity EIF | spouse | $1,001 - $15,000 | — |
| Grandeur Peak International Stalwarts EIF | spouse | $1,001 - $15,000 | — |
| Oppenheimer Developing Markets EIF | spouse | $1,001 - $15,000 | — |
| Hartford World Bond EIF | spouse | $1,001 - $15,000 | — |
| Templeton Global Bond EIF | spouse | $1,001 - $15,000 | — |
| FPA New Income EIF | spouse | $1,001 - $15,000 | — |
| Allianz RCM Short Duration High Income EIF | spouse | $1,001 - $15,000 | — |
| ARBFX Arbitrage I EIF | spouse | $1,001 - $15,000 | — |
| Touchstone Arbitrage Y EIF | spouse | $1,001 - $15,000 | — |
| Energy Select Sector SPDR EIF | spouse | $1,001 - $15,000 | — |
| Vanguard Market Neutral Fund EIF | spouse | $1,001 - $15,000 | — |
| Templeton Global Bond EIF | filer | $1,001 - $15,000 | — |
| Retail Concepts, Inc. (Retail) | spouse | — | salary |
| Fidelity Investments (Mutual Fund company) | filer | — | Salary/Bonus |
| Fidelity Investments, Phantom Shares | filer | — | Cash Payment |