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Est. Assets
$9.1M – $22.0M
Assets Disclosed
80
Est. Liabilities
$50K – $100K
Positions Held
1
| filer |
| $500,001 - $1,000,000 |
| — |
| — |
| DFA US Core Equity 1 EIF | filer | $500,001 - $1,000,000 | — | — |
| Merck & Co Inc | filer | $500,001 - $1,000,000 | Dividends | — |
| DFA Intl Value EIF | filer | $500,001 - $1,000,000 | — | — |
| Alphakeys Millennium EIF | filer | $250,001 - $500,000 | — | — |
| Kellogg Co | filer | $250,001 - $500,000 | Dividends | — |
| iShares Core S&P Mid-Cap EIF | filer | $250,001 - $500,000 | — | — |
| SPDR S&P 500 ETF Trust EIF | filer | $250,001 - $500,000 | — | — |
| DFA US Vector Equity EIF | filer | $250,001 - $500,000 | — | — |
| DFA one year fixed income EIF | filer | $250,001 - $500,000 | — | — |
| DFA Emerging Markets Core Equity EIF | filer | $250,001 - $500,000 | — | — |
| Rental Condo, Arlington, VA | filer | $250,001 - $500,000 | Rent or Royalties | — |
| DFA 2-year Global Fixed Income EIF | filer | $250,001 - $500,000 | — | — |
| DFA US Core Equity EIF | filer | $250,001 - $500,000 | — | — |
| DFA Short Duration Real Return Instl EIF | filer | $250,001 - $500,000 | — | — |
| Locust wood capital LP EIF | filer | $250,001 - $500,000 | — | — |
| Blue Mountain Credit Alternatives Fund EIF | filer | $250,001 - $500,000 | — | — |
| DFA Real Estate Secs EIF | filer | $100,001 - $250,000 | — | — |
| DFA T A World Ex Core Equity EIF | filer | $100,001 - $250,000 | — | — |
| DFA Intl Vector Equity EIF | filer | $100,001 - $250,000 | — | — |
| DFA Invt Grade EIF | filer | $100,001 - $250,000 | — | — |
| 401(K) - Hemington Wealth Management | spouse | $100,001 - $250,000 | — | — |
| General Electric Co | filer | $100,001 - $250,000 | — | — |
| DFA T A World Ex US Core Equity EIF | filer | $50,001 - $100,000 | — | — |
| Guardian Life, Whole Life Policy #1 | filer | $50,001 - $100,000 | — | — |
| Guardian Life, Whole Life Policy #4 | filer | $50,001 - $100,000 | — | — |
| DFA One Year Fixed income EIF | filer | $50,001 - $100,000 | — | — |
| DFA US Vector Equity EIF | filer | $50,001 - $100,000 | — | — |
| US Bank Deposits #2 (Cash) | filer | $50,001 - $100,000 | — | — |
| Synchrony Financial Com | filer | $50,001 - $100,000 | — | — |
| DFA Real Estate Secs EIF | filer | $15,001 - $50,000 | — | — |
| T. Rowe Price Dividend Growth (PRDGX) EIF | filer | $15,001 - $50,000 | — | PRDGX |
| Vanguard Windsor™ II Inv (VWNFX) EIF | filer | $15,001 - $50,000 | — | VWNFX |
| Vanguard Mid Cap Index Investor (VIMSX) EIF | filer | $15,001 - $50,000 | — | VIMSX |
| American Funds American Balanced R5 (RLBFX) EIF | filer | $15,001 - $50,000 | — | RLBFX |
| Vanguard Total Bond Market Index Inv (VBMFX) EIF | filer | $15,001 - $50,000 | — | VBMFX |
| American Funds Europacific Growth R5 (RERFX) EIF | filer | $15,001 - $50,000 | — | RERFX |
| Vanguard Small Cap Index Inv (NAESX) EIF | filer | $15,001 - $50,000 | — | NAESX |
| Traditional IRA | spouse | $15,001 - $50,000 | — | — |
| Schwab Target 2050 Fund (SWNRX). EIF | spouse | $15,001 - $50,000 | — | — |
| DFA US Core Equity 1 (DFEOX) EIF | spouse | $15,001 - $50,000 | — | DFEOX |
| DFA Investment Grade Instl (DFAPX) EIF | spouse | $15,001 - $50,000 | — | DFAPX |
| CDK Global, Inc. - Common Stock | filer | $15,001 - $50,000 | — | — |
| Third Avenue Focused Credit Instl EIF | filer | $15,001 - $50,000 | — | — |
| DFA Emerging Markets Core Equity EIF | filer | $15,001 - $50,000 | — | — |
| DFA Intl Vector Equity EIF | filer | $15,001 - $50,000 | — | — |
| Traditional IRA | filer | $15,001 - $50,000 | — | — |
| DFA Intermediate Govt Bond EIF | filer | $15,001 - $50,000 | — | — |
| DFA 2-year global fixed income EIF | filer | $15,001 - $50,000 | — | — |
| DFA Selectively Hedged Global Fixed Income EIF | filer | $15,001 - $50,000 | — | — |
| DFA Inflation-Protected Secs EIF | filer | $15,001 - $50,000 | — | — |
| DFA Short Duration Real Return Instl EIF | filer | $15,001 - $50,000 | — | — |
| Guardian Life, Whole Life Policy #5 | filer | $15,001 - $50,000 | — | — |
| DFA International Core Equity 1 (DFIEX) EIF | spouse | $1,001 - $15,000 | — | DFIEX |
| DFA Emerging Markets Core Equity 1 (DFCEX) EIF | spouse | $1,001 - $15,000 | — | DFCEX |
| Cash Balance | filer | $1,001 - $15,000 | — | — |
| Guardian Life, Whole Life Policy #2 | filer | $1,001 - $15,000 | — | — |
| DFA One-Year Fixed Income (DFIHX) EIF | spouse | $1,001 - $15,000 | — | DFIHX |
| DFA International Vector Equity Instl (DFVQX) EIF | spouse | $1,001 - $15,000 | — | DFVQX |
| DFA US Vector Equity 1 (DFVEX) EIF | spouse | $1,001 - $15,000 | — | DFVEX |
| Guardian Life, Whole Life Policy #3 | filer | $1,001 - $15,000 | — | — |
| DFA Selectively Hedged Global Fixed Income (DFSHX) EIF | spouse | $1,001 - $15,000 | — | DFSHX |
| DFA Global Real Estate Securities (DFGEX) EIF | spouse | $1,001 - $15,000 | — | DFGEX |
| DFA Inflation Protected Securities 1 (DIPSX) EIF | spouse | $1,001 - $15,000 | — | DIPSX |
| US Brokerage Account #2348 | filer | — | — | — |
| Oramed Pharmaceuticals Inc. - Common Stock | filer | None (or less than $1,001) | — | — |
| Hemington Wealth Management | spouse | — | salary, bonus | — |
| 401(k) -- Design Cuisine | filer | — | — | — |
| Design Cuisine | filer | — | Salary | — |
| US Brokerage Account #9438 | filer | — | — | — |
| Schwab International Small EIF | filer | None (or less than $1,001) | — | — |
| WPX Energy Inc. | filer | None (or less than $1,001) | — | — |
| US Brokerage Account #2350 | filer | — | — | — |
| US Brokerage Account #2351 | filer | — | — | — |
| US Brokerage Account #1 | filer | — | — | — |
| charles schwab REIT ETF EIF | filer | None (or less than $1,001) | — | — |