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Est. Assets
$139K – $660K
Assets Disclosed
27
Est. Liabilities
None
Positions Held
1
| $1,001 - $15,000 |
| — |
SEP |
| Mutual Fund: FIDELITY OTC PORT (SEP) EIF | $1,001 - $15,000 | — | SEP |
| Mutual Fund: FIDELITY SELECT SEMICONDUCTORS PORT (SEP) EIF | $1,001 - $15,000 | — | SEP |
| Mutual Fund: ABERDEEN U.S. SMALL CAP EQUITY FD CL A (SEP) EIF | $1,001 - $15,000 | — | SEP |
| Mutual Fund: PARNASSUS MID CAP (SEP) EIF | $1,001 - $15,000 | — | SEP |
| Mutual Fund: PARNASSUS ENDEAVOR FUND (SEP) EIF | $1,001 - $15,000 | — | SEP |
| New Jersey Defined Contribution Retirement Plan: Large Cap Value / LSV Asset Management EIF | $1,001 - $15,000 | — | — |
| New Jersey Defined Contribution Retirement Plan: Polen Capital Large Cap Growth EIF | $1,001 - $15,000 | — | — |
| Mutual Fund: AKRE FOCUS FUND RETAIL (SEP) EIF | $1,001 - $15,000 | — | SEP |
| New Jersey Defined Contribution Retirement Plan: Small Cap Growth / RBC Fund EIF | $1,001 - $15,000 | — | — |
| New Jersey Defined Contribution Retirement Plan: International Blend / Lazard Fund EIF | $1,001 - $15,000 | — | — |
| New Jersey Defined Contribution Retirement Plan: Oppenheimer Developing Markets Y EIF | $1,001 - $15,000 | — | — |
| New Jersey State Employees Deferred Compensation Plan (457 Plan): Core Bond Enhanced Index / PGIM Fund EIF | $1,001 - $15,000 | — | — |
| New Jersey State Employees Deferred Compensation Plan (457 Plan): PIMCO All Asset Instl EIF | $1,001 - $15,000 | — | — |
| New Jersey State Employees Deferred Compensation Plan (457 Plan): Large Cap Value / LSV Asset Management EIF | $1,001 - $15,000 | — | — |
| New Jersey State Employees Deferred Compensation Plan (457 Plan): Polen Capital Large Cap Growth EIF | $1,001 - $15,000 | — | — |
| New Jersey State Employees Deferred Compensation Plan (457 Plan): Small Cap Value / TBCAM Fund EIF | $1,001 - $15,000 | — | — |
| New Jersey State Employees Deferred Compensation Plan (457 Plan): Small Cap Growth / RBC Fund EIF | $1,001 - $15,000 | — | — |
| New Jersey State Employees Deferred Compensation Plan (457 Plan): International Blend / Lazard Fund EIF | $1,001 - $15,000 | — | — |
| New Jersey State Employees Deferred Compensation Plan (457 Plan): Oppenheimer Developing Markets Y EIF | $1,001 - $15,000 | — | — |
| New Jersey Defined Contribution Retirement Plan: Small Cap Value / TBCAM Fund EIF | $1,001 - $15,000 | — | — |
| New Jersey Defined Contribution Retirement Plan: PIMCO All Asset Instl EIF | $1,001 - $15,000 | — | — |
| Nassau Strategies, LLC | — | Salary | — |