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Est. Assets
$781K – $2.9M
Assets Disclosed
131
Est. Liabilities
None
Positions Held
1
| filer |
| $50,001 - $100,000 |
| Interest |
| — |
| Scottrade Investment Account | filer | $15,001 - $50,000 | Dividends Capital Gains Interest | — |
| BB&T bank account Cash | filer | $15,001 - $50,000 | Interest | — |
| UBS Investment Account | filer | $15,001 - $50,000 | — | — |
| MSCI EAFE Indexed Equity EIF | spouse | $15,001 - $50,000 | — | — |
| VANGUARD INDEX FDS FORMERLY VANGUARD INDEX TR (VOO) EIF | spouse | $15,001 - $50,000 | — | VOO |
| Exxon Mobil Corp | spouse | $15,001 - $50,000 | Dividends Capital Gains | — |
| VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF SHS (vym) EIF | spouse | $15,001 - $50,000 | — | — |
| S&P 500 Indexed Equity Fund EIF | spouse | $15,001 - $50,000 | — | — |
| Small/Mid-Cap Indexed Equity Fund EIF | spouse | $15,001 - $50,000 | — | — |
| Kroger Co | spouse | $15,001 - $50,000 | Dividends Capital Gains | — |
| Neuberger Berman ABS Ret Multi-MGR Class I (NABIX) EIF | filer | $1,001 - $15,000 | — | NABIX |
| UBS BANK USA DEPOSIT ACCOUNT | filer | $1,001 - $15,000 | Interest | — |
| Apple Inc. | spouse | $1,001 - $15,000 | Dividends Capital Gains | — |
| VANGUARD BD INDEX FD INC SHORT TERM BD ETF (BSV) EIF | spouse | $1,001 - $15,000 | — | BSV |
| Chimera Investment Corporation ( CIM) | spouse | $1,001 - $15,000 | Dividends Capital Gains | — |
| CenturyLink Inc | spouse | $1,001 - $15,000 | Dividends Capital Gains | — |
| Dow Chemical | spouse | $1,001 - $15,000 | Dividends Capital Gains | — |
| Emerson Electric Co | spouse | $1,001 - $15,000 | Dividends Capital Gains | — |
| iShares MSCI Japan Index EIF | spouse | $1,001 - $15,000 | — | — |
| Ford Motor Co | spouse | $1,001 - $15,000 | Dividends Capital Gains | — |
| General Mills Inc | spouse | $1,001 - $15,000 | Dividends Capital Gains | — |
| Intl Business Machines Corp | spouse | $1,001 - $15,000 | Dividends Capital Gains | — |
| iShares S&P MidCap 400 Growth Index EIF | spouse | $1,001 - $15,000 | — | — |
| iShares Russell 1000 Growth Index EIF | spouse | $1,001 - $15,000 | — | — |
| iShares Russell 2000 Index EIF | spouse | $1,001 - $15,000 | — | — |
| iShares Core MSCI Total Intl Stk ETF EIF | spouse | $1,001 - $15,000 | — | — |
| iShares Dow Jones US Real Estate EIF | spouse | $1,001 - $15,000 | — | — |
| Kinder Morgan Inc | spouse | $1,001 - $15,000 | Dividends Capital Gains | — |
| Otter Tail Corporation - Common Stock | spouse | $1,001 - $15,000 | Dividends Capital Gains | — |
| POWERSHARES FTSE RAFI US 1000 (PRF) EIF | spouse | $1,001 - $15,000 | — | PRF |
| AT&T Inc (T) | spouse | $1,001 - $15,000 | Dividends Capital Gains | T |
| iShares MSCI Thailand Invest Mkt Index EIF | spouse | $1,001 - $15,000 | — | — |
| VANGUARD INDEX FDS VANGUARD SMALL CAP GROWTH VIPERS FORMERLY (vbk) EIF | spouse | $1,001 - $15,000 | — | — |
| VECTOR GROUP LTD(vgr) | spouse | $1,001 - $15,000 | Dividends Capital Gains | — |
| VANGUARD INTL EQUITY INDEX FUND INC FTSE EMERGING MARKETS ET (vwo) EIF | spouse | $1,001 - $15,000 | — | — |
| iShares S&P Global Timber & Forestry Idx EIF | spouse | $1,001 - $15,000 | — | — |
| PPL Corp (PPL) | spouse | $1,001 - $15,000 | Dividends Capital Gains | PPL |
| Ipath S&P MLP ETN (IMLP) EIF | filer | $1,001 - $15,000 | — | IMLP |
| Schwab Intl Equity ETF (SCHF) EIF | filer | $1,001 - $15,000 | — | SCHF |
| Schwab Intl Small-Cap ETF (SCHC) EIF | filer | $1,001 - $15,000 | — | SCHC |
| SCHWAB US Small-Cap ETF (SCHA) EIF | filer | $1,001 - $15,000 | — | SCHA |
| SPDR Russell 1000 ETF (ONEK) EIF | filer | $1,001 - $15,000 | — | ONEK |
| Vanguard FTSE All World EX-US Small-Cap ETF (VSS) EIF | filer | $1,001 - $15,000 | — | VSS |
| Vanguard FTSE Developed MKT ETF (VEA) EIF | filer | $1,001 - $15,000 | — | VEA |
| Vanguard FTSE Emerging Markets ETF (VWO) EIF | filer | $1,001 - $15,000 | — | VWO |
| Vanguard Large-Cap ETF (VV) EIF | filer | $1,001 - $15,000 | — | VV |
| Vanguard Mid-Cap ETF (VO) EIF | filer | $1,001 - $15,000 | — | VO |
| Ishares 7-10 Treas Bond ETF (IEF) EIF | filer | $1,001 - $15,000 | — | IEF |
| SPDR SSGA Multi-Asset Real Return ETF (RLY) EIF | filer | $1,001 - $15,000 | — | RLY |
| ATAC Inflation Rotation Fund Class Investor (ATACX) EIF | filer | $1,001 - $15,000 | — | ATACX |
| Blackrock Global Long/Short Credit Fund I (BGCIX) EIF | filer | $1,001 - $15,000 | — | BGCIX |
| Vanguard Small-Cap Index Fund ETF Shares (vb) EIF | spouse | $1,001 - $15,000 | — | — |
| ProShares S&P 500 Dividend Aristocrats ETF (nobl) EIF | spouse | $1,001 - $15,000 | — | — |
| Vanguard Small-Cap Value Index Fund ETF Shares (vbr) EIF | spouse | $1,001 - $15,000 | — | — |
| Planet Fitness (plnt) | spouse | $1,001 - $15,000 | Dividends Capital Gains | — |
| Vanguard Telecommunication Services Index Fund ETF (vox) EIF | spouse | $1,001 - $15,000 | — | — |
| Vanguard High Dividend Yield Index Fund ETF (vym) EIF | spouse | $1,001 - $15,000 | — | — |
| SPDR S&P Dividend (SDY) EIF | spouse | $1,001 - $15,000 | — | SDY |
| Bojangles Inc (BOJA) | spouse | $1,001 - $15,000 | — | BOJA |
| Vanguard Consumer Staples Index Fund ETF (vdc) EIF | spouse | $1,001 - $15,000 | — | — |
| cash | spouse | $1,001 - $15,000 | — | — |
| Leidos 401K | spouse | $1,001 - $15,000 | Dividends Capital Gains Interest | — |
| Vanguard 500 Index EIF | spouse | $1,001 - $15,000 | — | — |
| schwab intl equity etf (SCHF) EIF | filer | $1,001 - $15,000 | — | SCHF |
| Schwab US Small Cap ETF (SCHA) EIF | filer | $1,001 - $15,000 | — | SCHA |
| SPDR Russell 1000 ETF EIF | filer | $1,001 - $15,000 | — | — |
| Vanguard FTSE Developed MKT ETF (VEA) EIF | filer | $1,001 - $15,000 | — | VEA |
| Vanguard FTSE Emerging Markets ETF (VWO) EIF | filer | $1,001 - $15,000 | — | VWO |
| Vanguard Large-Cap ETF (VV) EIF | filer | $1,001 - $15,000 | — | VV |
| Vanguard Mid-Cap ETF (VO) EIF | filer | $1,001 - $15,000 | — | VO |
| ATAC Inflation Rotation Fund Class Investor (ATACX) EIF | filer | $1,001 - $15,000 | — | ATACX |
| Neuberger Berman ABS RET Multi-MGR Class I (NABIX) EIF | filer | $1,001 - $15,000 | — | NABIX |
| CSX Corp | filer | $1,001 - $15,000 | — | — |
| American Campus Communities Inc (acc) | filer | $1,001 - $15,000 | Dividends | — |
| Caterpillar Inc | filer | $1,001 - $15,000 | Dividends | — |
| Discover Financial Services | filer | $1,001 - $15,000 | Dividends | — |
| Chimera Investment Corporation (CIM) | filer | $1,001 - $15,000 | Dividends | CIM |
| SPDR Global Dow ETF EIF | filer | $1,001 - $15,000 | — | — |
| ConAgra Foods Inc | filer | $1,001 - $15,000 | Dividends | — |
| Coca-Cola Co | filer | $1,001 - $15,000 | Dividends | — |
| Extra Space Storage Inc | filer | $1,001 - $15,000 | Dividends Capital Gains | — |
| ETFS Physical Platinum Shares ETF (PPLT) EIF | filer | $1,001 - $15,000 | — | PPLT |
| DiamondRock Hospitality Co (DRH) | filer | $1,001 - $15,000 | Dividends | DRH |
| Lamb Weston Holdings Inc (LW) | filer | $1,001 - $15,000 | Dividends | LW |
| MEDICAL PPTYS TR INC (MPW) | spouse | $1,001 - $15,000 | Dividends Capital Gains | MPW |
| NetFlix Inc (NFLX) | spouse | $1,001 - $15,000 | Dividends Capital Gains | NFLX |
| Cash account | spouse | $1,001 - $15,000 | Interest | — |
| U.S. Equity Fund EIF | spouse | $1,001 - $15,000 | — | — |
| Global Equity Fund EIF | spouse | $1,001 - $15,000 | — | — |
| Emerging Mkts. Indexed Equity EIF | spouse | $1,001 - $15,000 | — | — |
| Lockheed Martin stock fund ESOP Fund | spouse | $1,001 - $15,000 | Dividends Capital Gains | — |
| Leidos (Employer) | spouse | — | salary | — |
| Schwab Intl Small-Cap Equity ETF (SCHC) EIF | filer | None (or less than $1,001) | — | SCHC |
| Donald J. Trump for President Inc (Presidential campaign) | filer | — | Consulting Fees | — |
| TCW Emerging Markets Local Currency Income Fund I (TGWIX) EIF | filer | None (or less than $1,001) | — | TGWIX |
| Vanguard Health Care ETF (VHT) EIF | filer | None (or less than $1,001) | — | VHT |
| Vanguard Total Bond MKT ETF (BND) EIF | filer | None (or less than $1,001) | — | BND |
| Blackrock Global Long/Short Credit Fund 1 (BGCIX) EIF | filer | None (or less than $1,001) | — | BGCIX |
| SPDR Doubleline TR Tact ETF (TOTL) EIF | filer | None (or less than $1,001) | — | TOTL |
| Vanguard FTSE All-World ex-US Smaill-Cap ETF (VSS) EIF | filer | None (or less than $1,001) | — | VSS |
| Vanguard Glb EX-US Real Estate (VNQI) EIF | filer | None (or less than $1,001) | — | VNQI |
| UBS BANK USA DEPOSIT ACCOUNT | filer | None (or less than $1,001) | — | — |
| Vanguard GLB Ex-&US Real Estate (VNQI) EIF | filer | None (or less than $1,001) | — | VNQI |
| Vanguard Health Care ETF (VHT) EIF | filer | None (or less than $1,001) | — | VHT |
| Schwab US Aggregate Bond ETF (SCHZ) EIF | filer | None (or less than $1,001) | — | SCHZ |
| Wisdomtree Germany Hedged Equity Fund ETF EIF | filer | None (or less than $1,001) | — | — |
| WisdomTree Germany Hedged Equity Fund ETF (DXGE) EIF | filer | None (or less than $1,001) | — | DXGE |
| Ishares Natl MUNI Bond ETF (MUB) EIF | filer | None (or less than $1,001) | — | MUB |
| Ishares Short-term natl muni Bond ETF (SUB) EIF | filer | None (or less than $1,001) | — | SUB |
| Ishares 7-10 Year Treas Bond ETF (IEF) EIF | filer | None (or less than $1,001) | — | IEF |
| SPDR Doubleline TR TACT ETF (TOTL) EIF | filer | None (or less than $1,001) | — | TOTL |
| SPDR Nuveen Bloomberg Barclays Municipal Bond ETF (TFI) EIF | filer | None (or less than $1,001) | — | TFI |
| TCW Emerging Markets Local Currency Income Fund I (TGWIX) EIF | filer | None (or less than $1,001) | — | TGWIX |
| Vanguard Extended Market Index Admiral Shares EIF | spouse | None (or less than $1,001) | — | — |
| Vanguard International Growth EIF | spouse | None (or less than $1,001) | — | — |
| Dodge and Cox Stock Fund EIF | spouse | None (or less than $1,001) | — | — |
| Vanguard Primecap Fund EIF | spouse | None (or less than $1,001) | — | — |
| T Rowe Price Mid Cap Value EIF | spouse | None (or less than $1,001) | — | — |
| T Rowe Price Mid Cap Growth EIF | spouse | None (or less than $1,001) | — | — |
| Wellington Small Cap 2000 EIF | spouse | None (or less than $1,001) | — | — |
| Longleaf Partners Small Cap EIF | spouse | None (or less than $1,001) | — | — |
| Fairfax County | spouse | — | Monthly County Stipend | — |
| SPDR Bloomberg Barclays Inter Term Corp Bond ETF (ITR) EIF | filer | None (or less than $1,001) | — | ITR |
| SPDR Bloomberg Barclays Aggregate Bond ETF (BNDS) EIF | filer | None (or less than $1,001) | — | BNDS |
| Ipath S&P MLP ETN (IMLP) EIF | filer | None (or less than $1,001) | — | IMLP |
| SPDR SSGA Multi-Asset Real Return ETF (RLY) EIF | filer | None (or less than $1,001) | — | RLY |