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Est. Assets
$661K – $2.3M
Assets Disclosed
79
Est. Liabilities
None
Positions Held
1
| Fundamental Investors Inc (ANCFX) EIF | spouse | $15,001 - $50,000 | — | ANCFX |
| New Economy Funds SBI (ANEFX) EIF | spouse | $15,001 - $50,000 | — | ANEFX |
| New Perspective Fund (ANWPX) EIF | spouse | $15,001 - $50,000 | — | ANWPX |
| American Balanced Fund (ABALX) EIF | spouse | $15,001 - $50,000 | — | ABALX |
| Growth Fund of America (AGTHX) EIF | filer | $15,001 - $50,000 | — | AGTHX |
| Capital World Growth & Income Fund (CWGIX) EIF | filer | $15,001 - $50,000 | — | CWGIX |
| American Balanced Fund (ABALX) EIF | filer | $15,001 - $50,000 | — | ABALX |
| RBC Bank Deposit | filer | $15,001 - $50,000 | — | — |
| TA Vanguard Instl Trg Re 2045 EIF | filer | $15,001 - $50,000 | — | — |
| US Bank Account #1 | filer | $15,001 - $50,000 | — | — |
| Growth Fund of America (CGFAX) EIF | filer | $15,001 - $50,000 | — | CGFAX |
| Income Fund of America (AMECX) EIF | filer | $15,001 - $50,000 | — | AMECX |
| Investment Co Amer (AIVSX) EIF | filer | $15,001 - $50,000 | — | AIVSX |
| American Funds AMCAP A (AMCPX) EIF | spouse | $15,001 - $50,000 | — | AMCPX |
| Simon Property Group Inc (SPG) | spouse | $1,001 - $15,000 | — | SPG |
| Well Tower Inc (HCN) | spouse | $1,001 - $15,000 | Dividends | HCN |
| Apple Inc. (AAPL) | filer | $1,001 - $15,000 | Dividends | AAPL |
| Exxon Mobil (XOM) | filer | $1,001 - $15,000 | Dividends | XOM |
| RBC Bank Deposit | filer | $1,001 - $15,000 | — | — |
| US Bancorp Del (USB) | filer | $1,001 - $15,000 | Dividends | USB |
| Toronto-Dominion Bank (TD) | filer | $1,001 - $15,000 | Dividends | TD |
| AT&T Inc (T) | filer | $1,001 - $15,000 | Dividends | T |
| Nextera Energy Inc (NEE) | filer | $1,001 - $15,000 | Dividends | NEE |
| RBC Bank Deposit | spouse | $1,001 - $15,000 | — | — |
| Reynolds American Inc (RAI) | spouse | $1,001 - $15,000 | — | RAI |
| Royal Dutch Shell (RDSB) | spouse | $1,001 - $15,000 | Dividends | RDSB |
| Bank of Montreal (BMO) | spouse | $1,001 - $15,000 | Dividends | BMO |
| HSBC Holdings (HSBC) | spouse | $1,001 - $15,000 | Dividends | HSBC |
| GlaxoSmithKline (GSK) | spouse | $1,001 - $15,000 | Dividends | GSK |
| Microchip Technology Inc (MCHP) | spouse | $1,001 - $15,000 | — | MCHP |
| BCE Inc (BCE) | spouse | $1,001 - $15,000 | Dividends | BCE |
| Duke Energy Corporation (DUK) | spouse | $1,001 - $15,000 | Dividends | DUK |
| ALPS (AMLP) | spouse | $1,001 - $15,000 | — | AMLP |
| Digital Realty Trust (DLR) | spouse | $1,001 - $15,000 | — | DLR |
| 3M Co (MMM) | filer | $1,001 - $15,000 | Dividends | MMM |
| Altria Group Inc (MO) | spouse | $1,001 - $15,000 | — | MO |
| Merck & Co (MRK) | spouse | $1,001 - $15,000 | — | MRK |
| Pfizer (PFE) | filer | $1,001 - $15,000 | Dividends | PFE |
| Philip Morris International (PM) | filer | $1,001 - $15,000 | Dividends | PM |
| Starbucks (SBUX) | filer | $1,001 - $15,000 | — | SBUX |
| Spectra Energy Corp (SE) | filer | $1,001 - $15,000 | Dividends | SE |
| Constellation Brands (STZ) | filer | $1,001 - $15,000 | — | STZ |
| United Health Group (UNH) | filer | $1,001 - $15,000 | — | UNH |
| United Parcel Service Inc B (UPS) | filer | $1,001 - $15,000 | Dividends | UPS |
| Verizon Communications (VZ) | spouse | $1,001 - $15,000 | Dividends | VZ |
| Facebook (FB) | filer | $1,001 - $15,000 | — | FB |
| CVS Health Corporation (CVS) | filer | $1,001 - $15,000 | — | CVS |
| Chevron Corp (CVX) | spouse | $1,001 - $15,000 | Dividends | CVX |
| Eaton Corporation (ETN) | spouse | $1,001 - $15,000 | — | ETN |
| Alphabet Inc (GOOG) | filer | $1,001 - $15,000 | — | GOOG |
| Home Depot (HD) | filer | $1,001 - $15,000 | Dividends | HD |
| Medtronic PLC (MDT) | filer | $1,001 - $15,000 | Dividends | MDT |
| Procter & Gamble (PG) | filer | $1,001 - $15,000 | Dividends | PG |
| QUALCOMM Inc (QCOM) | filer | $1,001 - $15,000 | Dividends | QCOM |
| Weyerhaeuser Co (WY) | spouse | $1,001 - $15,000 | Dividends | WY |
| Apple Inc (AAPL) | filer | $1,001 - $15,000 | Dividends | AAPL |
| AbbVie Inc. (ABBV) | spouse | $1,001 - $15,000 | — | ABBV |
| Automatic Data Processing Inc (ADP) | filer | $1,001 - $15,000 | Dividends | ADP |
| American Electric Power Co (AEP) | spouse | $1,001 - $15,000 | — | AEP |
| Dow Chemical Company (DOW) | filer | $1,001 - $15,000 | Dividends | DOW |
| General Electric Co (GE) | filer | $1,001 - $15,000 | Dividends | GE |
| Johnson & Johnson (JNJ) | filer | $1,001 - $15,000 | Dividends | JNJ |
| Coca-Cola Co (KO) | filer | $1,001 - $15,000 | Dividends | KO |
| Lockheed Martin (LMT) | spouse | $1,001 - $15,000 | — | LMT |
| McDonalds Corp (MCD) | filer | $1,001 - $15,000 | Dividends | MCD |
| American Funds Growth Portfolio 529-A | filer | — | — | — |
| American Funds Growth Portfolio 529-A | filer | — | — | — |
| Brookings Institute | spouse | — | Fees | — |
| Joint Stock Account | filer | — | — | — |
| 401K | spouse | — | — | — |
| SBD Advisors | filer | — | Salary/Bonus | — |
| IRA | spouse | — | — | — |
| IRA | spouse | — | — | — |
| Nevins Enterprises (Consulting) | spouse | — | salary | — |
| TransAmerica 401(k) | filer | — | — | — |
| Individual Retirement Account | filer | — | — | — |