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Est. Assets
$960K – $2.5M
Assets Disclosed
35
Est. Liabilities
$100K – $250K
Filings
1
| — |
| — |
| Fidelity Freedom K 2030 Fund (FFKEX) EIF | spouse | $100,001 - $250,000 | — | FFKEX |
| Dimensional Funds DFA U.S. Core Equity II Portfolio Institutional Class (DFQTX) EIF | spouse | $50,001 - $100,000 | — | DFQTX |
| Dimensional Funds DFA Investment Grade Portfolio Institutional Class Shares (DFAPX) EIF | spouse | $50,001 - $100,000 | — | DFAPX |
| Vanguard Wellington Fund Admiral Shares (VWENX) EIF | spouse | $50,001 - $100,000 | — | VWENX |
| Dimensional Funds DFA International Core Equity Portfolio Institutional Class (DFIEX) EIF | spouse | $15,001 - $50,000 | — | DFIEX |
| Dimensional Funds DFA U.S. Core Equity 1 Portfolio Institutional Class (DFEOX) EIF | spouse | $15,001 - $50,000 | — | DFEOX |
| American Funds American High-Income Trust (AHTFX) EIF | filer | $15,001 - $50,000 | — | AHTFX |
| Dimensional Funds DFA Five-Year Global Fixed Income Portfolio Institutional Class (DFGBX) EIF | spouse | $15,001 - $50,000 | — | DFGBX |
| Vanguard Target Retirement Income Fund (VTINX) EIF | spouse | $15,001 - $50,000 | — | VTINX |
| Dimensional Funds DFA Investment Grade Portfolio Institutional Class Shares (DFAPX) EIF | filer | $15,001 - $50,000 | — | DFAPX |
| American Mutual Fund F-1 (AMFFX) EIF | filer | $15,001 - $50,000 | — | AMFFX |
| Dimensional Funds DFA International Core Equity Portfolio Institutional Class (DFIEX) EIF | filer | $15,001 - $50,000 | — | DFIEX |
| American Funds Balanced Portfolio F-1 (BLPFX) EIF | filer | $15,001 - $50,000 | — | BLPFX |
| Dimensional Funds DFA U.S. Core Equity II Portfolio Institutional Class (DFQTX) EIF | filer | $15,001 - $50,000 | — | DFQTX |
| New World Fund F-1 (NWFFX) EIF | filer | $1,001 - $15,000 | — | NWFFX |
| Dimensional Funds DFA Emerging Markets Core Equity Portfolio Institutional Class (DFCEX) EIF | filer | $1,001 - $15,000 | — | DFCEX |
| Dimensional Funds DFA U.S. Core Equity 1 Portfolio Institutional Class (DFEOX) EIF | filer | $1,001 - $15,000 | — | DFEOX |
| Dimensional Funds DFA Short-Term Extended Quality Portfolio Institutional Class (DFEQX) EIF | filer | $1,001 - $15,000 | — | DFEQX |
| Dimensional Funds DFA Five-Year Global Fixed Income Portfolio Institutional Class (DFGBX) EIF | filer | $1,001 - $15,000 | — | DFGBX |
| Dimensional Funds DFA Emerging Markets Core Equity Portfolio Institutional Class (DFCEX) EIF | spouse | $1,001 - $15,000 | — | DFCEX |
| Dimensional Funds DFA Short-Term Extended Quality Portfolio Institutional Class (DFEQX) EIF | spouse | $1,001 - $15,000 | — | DFEQX |
| U.S. bank account #1 (cash) | filer | $1,001 - $15,000 | Interest | — |
| U.S. bank account #2 (cash) | filer | $1,001 - $15,000 | Interest | — |
| Capital World Bond Fund F-1 (WBFFX) EIF | filer | $1,001 - $15,000 | — | WBFFX |
| Bryan Cave 401(k) | spouse | — | — | — |
| CollegeAmerica 529 College Savings Plan | filer | — | — | — |
| Trade PMR Defined Contribution Plan | spouse | — | — | — |
| Wiley Rein (Law Firm) | spouse | — | partnership share | — |
| Wiley 401(k) | spouse | — | — | — |
| CNN Contributer | spouse | — | consulting fees | — |
| Trade PMR Defined Contribution Plan | filer | — | — | — |