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Est. Assets
$1.1M – $3.1M
Assets Disclosed
69
Est. Liabilities
None
Positions Held
2
| filer |
| $50,001 - $100,000 |
| — |
FFKGX |
| Vanguard Total Stock Market ETF (VTI) EIF | filer | $50,001 - $100,000 | — | VTI |
| Vanguard FTSE Emerging Markets (VWO) EIF | filer | $50,001 - $100,000 | — | VWO |
| FDIC-Insured Deposit Sweep | filer | $50,001 - $100,000 | — | — |
| SPDR DJ Wilshire Global Real Estate Fund (RWO) EIF | filer | $15,001 - $50,000 | — | RWO |
| DFA Emerging Markets Value EIF | filer | $15,001 - $50,000 | — | — |
| Mid Cap Index Fund EIF | filer | $15,001 - $50,000 | — | — |
| Invesco International Growth EIF | filer | $15,001 - $50,000 | — | — |
| JPMorgan US Equity Fund EIF | filer | $15,001 - $50,000 | — | — |
| Fidelity Advisor Total Bond EIF | filer | $15,001 - $50,000 | — | — |
| American Express Bank, FSB (savings account) | filer | $15,001 - $50,000 | Interest | — |
| Wells Fargo (checking account) | filer | $15,001 - $50,000 | — | — |
| Bank of America (checking account) | filer | $15,001 - $50,000 | — | — |
| SPDR Russell 3000 ETF (THRK) (former holding) EIF | filer | $15,001 - $50,000 | — | — |
| iShares International Select Dividend (IDV) EIF | filer | $15,001 - $50,000 | — | IDV |
| iShares Core MSCI Emerging Markets (IEMG) EIF | filer | $15,001 - $50,000 | — | IEMG |
| iShares iBoxx $ Investment Grade Corporate Bond (LQD) EIF | filer | $15,001 - $50,000 | — | LQD |
| Vanguard Total Stock Market (VTI) EIF | filer | $15,001 - $50,000 | — | VTI |
| Vanguard High Dividend Yield (VYM) EIF | filer | $15,001 - $50,000 | — | VYM |
| Vanguard Total Bond Market Fund (BND) EIF | filer | $15,001 - $50,000 | — | BND |
| SPDR S&P Midcap 400 Trust (MDY) EIF | filer | $15,001 - $50,000 | — | MDY |
| iShares MSCI EAFE (EFA) EIF | filer | $15,001 - $50,000 | — | EFA |
| iShares Cohen & Steers REIT (ICF) EIF | filer | $15,001 - $50,000 | — | ICF |
| iShares Russell 1000 (IWB) EIF | filer | $15,001 - $50,000 | — | IWB |
| iShares Russell 2000 (IWM) EIF | filer | $15,001 - $50,000 | — | IWM |
| iShares iBoxx $ Investment Grade Corporate Bond (LQD) EIF | filer | $15,001 - $50,000 | — | LQD |
| DC College Savings Age 0-5 Fund shares EIF | filer | $1,001 - $15,000 | — | — |
| Fidelity Government Income Fund (FGOVX) EIF | filer | $1,001 - $15,000 | — | FGOVX |
| Fidelity Extended Market Index Fund Premium Class (FSEVX) EIF | filer | $1,001 - $15,000 | — | FSEVX |
| Fidelity 500 Index Fund - Institutional Class (FXSIX) EIF | filer | $1,001 - $15,000 | — | FXSIX |
| Loomis Sayles Core Plus Bond Fund Class N (NERNX) EIF | filer | $1,001 - $15,000 | — | NERNX |
| Vanguard Small-Cap Growth Index Fund Institutional Shares (VSGIX) EIF | filer | $1,001 - $15,000 | — | VSGIX |
| Vanguard Total International Stock Index Fund Admiral Shares (VTIAX) EIF | filer | $1,001 - $15,000 | — | VTIAX |
| Fidelity Health Savings Account | filer | $1,001 - $15,000 | Davis Polk employer contribution to Health Savings Account | — |
| 403(b) tax deferred annuity account | spouse | $1,001 - $15,000 | — | — |
| Vanguard Total Bond Market (BND) EIF | filer | $1,001 - $15,000 | — | BND |
| Blackstone Group LP shares (BX) (former holding) EIF | filer | $1,001 - $15,000 | — | — |
| iShares Intermediate Credit Bond (CIU) EIF | filer | $1,001 - $15,000 | — | CIU |
| Vanguard FTSE Developed Markets ETF (VEA) EIF | filer | $1,001 - $15,000 | — | VEA |
| Vanguard REIT Fund (VNQ) EIF | filer | $1,001 - $15,000 | — | VNQ |
| Vanguard Global Ex-US Real Estate (VNQI) EIF | filer | $1,001 - $15,000 | — | VNQI |
| iShares Latin America 40 ETF (ILF) (former holding) EIF | filer | $1,001 - $15,000 | — | — |
| cash | filer | $1,001 - $15,000 | — | — |
| 529 plan account | filer | $1,001 - $15,000 | — | — |
| State Street Equity Index - DC 529 shares EIF | filer | $1,001 - $15,000 | — | — |
| 529 plan account | filer | $1,001 - $15,000 | — | — |
| Ameritas Principal Plus - DC 529 shares EIF | filer | $1,001 - $15,000 | — | — |
| DC College Savings Age 0-5 Fund shares EIF | filer | $1,001 - $15,000 | — | — |
| State Street Equity Index - DC 529 shares EIF | filer | $1,001 - $15,000 | — | — |
| Janus Global Life Sciences Fund (JNGLX) EIF | filer | $1,001 - $15,000 | — | JNGLX |
| DFA U.S. Small Cap Fund EIF | filer | $1,001 - $15,000 | — | — |
| Royce Opportunity EIF | filer | $1,001 - $15,000 | — | — |
| Mutual of America 2045 Retirement Fund EIF | spouse | None (or less than $1,001) | — | — |
| PJT Partners Inc shares (PJT) EIF | filer | None (or less than $1,001) | — | PJT |
| Mutual of America Interest Accumulation Account EIF | spouse | None (or less than $1,001) | — | — |
| Vanguard VIF REIT Index Portfolio EIF | spouse | None (or less than $1,001) | — | — |
| Mutual of America International Fund EIF | spouse | None (or less than $1,001) | — | — |
| Mutual of America Mid-Term Bond Fund EIF | spouse | None (or less than $1,001) | — | — |
| American Funds Insurance Series New World Fund EIF | spouse | None (or less than $1,001) | — | — |
| Deutsche Variable Series I Capital Growth VIP EIF | spouse | None (or less than $1,001) | — | — |
| Mutual of America Mid-Cap Equity Fund EIF | spouse | None (or less than $1,001) | — | — |
| Davis Polk & Wardwell LLP (law firm) | filer | — | Salary and bonus | — |
| Mutual of America Small Cap Growth Fund EIF | spouse | None (or less than $1,001) | — | — |
| Mutual of America Small Cap Value Fund EIF | spouse | None (or less than $1,001) | — | — |
| Mutual of America Equity Index Fund EIF | spouse | None (or less than $1,001) | — | — |