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Est. Assets
$1.3M – $2.9M
Assets Disclosed
30
Est. Liabilities
None
Positions Held
2
| $1,001 - $15,000 |
| — |
| DEUTSCHE CROCI INTL CL A EIF | $1,001 - $15,000 | — |
| American Funds Washington Mutual Investors Inv Opt EIF | $1,001 - $15,000 | — |
| Fidelity Advisor Equity Income Inv Opt EIF | $1,001 - $15,000 | — |
| American Funds Growth Fund of America Inv Opt EIF | $1,001 - $15,000 | — |
| Fidelity Advisor Stock Selector Mid Cap Inv Opt EIF | $1,001 - $15,000 | — |
| Invesco Small Cap Growth Inv Opt EIF | $1,001 - $15,000 | — |
| Invesco International Growth Ret Opt EIF | $1,001 - $15,000 | — |
| Templeton Foreign Ret Opt EIF | $1,001 - $15,000 | — |
| Janus Balanced Ret Opt EIF | $1,001 - $15,000 | — |
| Vanguard Target Retirement 2050 Ret Opt EIF | $1,001 - $15,000 | — |
| VTI: Vanguard Total Stock Market ETF EIF | $1,001 - $15,000 | — |
| VTV: Vanguard Value ETF EIF | $1,001 - $15,000 | — |
| VEA: Vanguard FTSE Developed Markets EIF | $1,001 - $15,000 | — |
| Vanguard Emerging Markets Stock Index Fund: VWO EIF | $1,001 - $15,000 | — |
| FIDELITY ADVISOR DIVERSIFIED INTL CL A EIF | $1,001 - $15,000 | — |
| GUINNESS ATKINSON GLOBAL INNOVATORS INVESTOR CL EIF | $1,001 - $15,000 | — |
| EVENTIDE GILEAD CL A EIF | $1,001 - $15,000 | — |
| FIDELITY ADVISOR ENERGY CL A EIF | $1,001 - $15,000 | — |
| GENERAL ELECTRIC COMPANY | $1,001 - $15,000 | Dividends |
| VOE: Vanguard Mid-Cap Value ETF EIF | None (or less than $1,001) | — |
| MAINSTAY BALANCED CL A EIF | None (or less than $1,001) | — |
| CITIGROUP INC NEW | None (or less than $1,001) | — |
| SUNEDISON INC | None (or less than $1,001) | — |
| VBR: Vanguard Small-Cap Value ETF EIF | None (or less than $1,001) | — |