Loading…
Est. Assets
$8.8M – $22.4M
Assets Disclosed
121
Est. Liabilities
None
Filings
1
| Ohio National Life Insurance Company - whole life insurance policy |
| $500,001 - $1,000,000 |
| Interest |
| — |
| Vident International Equity Fund (VIDI) EIF | $250,001 - $500,000 | — | VIDI |
| Vident International Equity Fund (VIDI) EIF | $250,001 - $500,000 | — | VIDI |
| Regal-Beloit Corporation (RBC) | $250,001 - $500,000 | Dividends | RBC |
| Vident US Equity (VUSE) EIF | $250,001 - $500,000 | — | VUSE |
| Undeveloped Land (North Carolina) | $250,001 - $500,000 | — | — |
| Vident Core US Bond Strategy (VBND) EIF | $250,001 - $500,000 | — | VBND |
| Eaton Vance Global Macro Advantage I (EGRIX) EIF | $250,001 - $500,000 | — | EGRIX |
| PIMCO Inv GR Corporate Bond Inst (PIGIX) EIF | $250,001 - $500,000 | — | PIGIX |
| Vident Core US Bond Strategy (VBND) EIF | $100,001 - $250,000 | — | VBND |
| Vident US Equity (VUSE) EIF | $100,001 - $250,000 | — | VUSE |
| Loomis Sayles Bond Instl (LSBDX) EIF | $100,001 - $250,000 | — | LSBDX |
| JPMorgan Strat Income Oppor (JSOSX) EIF | $100,001 - $250,000 | — | JSOSX |
| Eaton Vance Global Macro Advantage I (EGRIX) EIF | $100,001 - $250,000 | — | EGRIX |
| iShares Core MSCI Emerging Markets ETF (IEMG) EIF | $100,001 - $250,000 | — | IEMG |
| Franklin Income VIP EIF | $100,001 - $250,000 | — | — |
| Eaton Vance Global Macro Cap Oppty I (EICOX) EIF | $100,001 - $250,000 | — | EICOX |
| AQR Large Cap Multi Style Fund Class (QCERX) EIF | $100,001 - $250,000 | — | QCERX |
| Vident US Equity (VUSE) EIF | $100,001 - $250,000 | — | VUSE |
| Undeveloped Land (Atlanta, GA) | $100,001 - $250,000 | — | — |
| Gotham Enhanced Return Inst (GENIX) EIF | $100,001 - $250,000 | — | GENIX |
| Vanguard Inter Gov Bond (VGIT) EIF | $100,001 - $250,000 | — | VGIT |
| Vident International Equity Fund (VIDI) EIF | $100,001 - $250,000 | — | VIDI |
| AQR Large Cap Multi Style (QCERX) EIF | $100,001 - $250,000 | — | QCERX |
| Vident Core US Bond Strategy (VBND) EIF | $100,001 - $250,000 | — | VBND |
| American Beacon Sim High Yield Opps Y Cls (SHOYX) EIF | $100,001 - $250,000 | — | SHOYX |
| U.S. bank account #2 (cash) | $100,001 - $250,000 | Interest | — |
| PIMCO Inv GR Corporate Bond In (PIGIX) EIF | $100,001 - $250,000 | — | PIGIX |
| Eaton Vance Global Macro Advantage I (EGRIX) EIF | $100,001 - $250,000 | — | EGRIX |
| iShares Core MSCI Emerging Markets ETF (IEMG) EIF | $100,001 - $250,000 | — | IEMG |
| Franklin Income VIP EIF | $100,001 - $250,000 | — | — |
| Flexshares IBOXX 5 Year Target (TDTF) EIF | $100,001 - $250,000 | — | TDTF |
| Vangard FTSE Europe ETF (VGK) EIF | $100,001 - $250,000 | — | VGK |
| PIMCO Inv Gr Corporate Bond Inst (PIGIX) EIF | $100,001 - $250,000 | — | PIGIX |
| AQR Small Cap Multi Style (QCERX) EIF | $50,001 - $100,000 | — | QCERX |
| Eaton Vance Global Macro Advantage I (EGRIX) EIF | $50,001 - $100,000 | — | EGRIX |
| Vanguard FTSE Europe ETF (VGK) EIF | $50,001 - $100,000 | — | VGK |
| iShares Core MSCI Pacific (IPAC) EIF | $50,001 - $100,000 | — | IPAC |
| U.S. bank account #1 (cash) | $50,001 - $100,000 | — | — |
| U.S. bank account #4 (cash) | $50,001 - $100,000 | — | — |
| Ohio National Life Insurance Company - whole life insurance policy | $50,001 - $100,000 | Interest | — |
| JPMorgan Inflation Mgd Bond (JRBSX) EIF | $50,001 - $100,000 | — | JRBSX |
| Vident Core US Bond Strategy (VBND) EIF | $50,001 - $100,000 | — | VBND |
| AQR Small Cap Multi (QSERX) EIF | $50,001 - $100,000 | — | QSERX |
| AQR Large Cap Multi Style (QCERX) EIF | $50,001 - $100,000 | — | QCERX |
| AQR Small Cap Multi Style (QCERX) EIF | $50,001 - $100,000 | — | QCERX |
| Gotham Enhanced Return Institutional (GENIX) EIF | $50,001 - $100,000 | — | GENIX |
| Eaton Vance Global Macro Cap Oppty I (EICOX) EIF | $50,001 - $100,000 | — | EICOX |
| iShares Core MSCI Pacific (IPAC) EIF | $50,001 - $100,000 | — | IPAC |
| AQR Small Cap Multi (QSERX) EIF | $50,001 - $100,000 | — | QSERX |
| Undeveloped Land (North Carolina) | $50,001 - $100,000 | — | — |
| Coca-Cola Co (KO) | $50,001 - $100,000 | Dividends | KO |
| Vident International Equity Fund (VIDI) EIF | $15,001 - $50,000 | — | VIDI |
| Vanguard FTSE Europe ETF (VGK) EIF | $15,001 - $50,000 | — | VGK |
| iShares Core MSCI Emerging Markets ETF (IEMG) EIF | $15,001 - $50,000 | — | IEMG |
| Fidelity VIP Eq-Inc EIF | $15,001 - $50,000 | — | — |
| Flexshares IBOXX 5 Year Target Duration (TDTF) EIF | $15,001 - $50,000 | — | TDTF |
| American Beacon Sim High Yield Opps Y Cls (SHOYX) EIF | $15,001 - $50,000 | — | SHOYX |
| Fidelity VIP Eq-Inc EIF | $15,001 - $50,000 | — | — |
| Fidelity Gov't Cash Reserves (FDRXX) EIF | $15,001 - $50,000 | — | FDRXX |
| PIMCO CommoditiesPLUS (PCLIX) EIF | $15,001 - $50,000 | — | PCLIX |
| Spartan US Govt Money Market (SPAXX) EIF | $15,001 - $50,000 | — | SPAXX |
| American Beacon Sim High Yield (SHOYX) EIF | $15,001 - $50,000 | — | SHOYX |
| Flexshares IBOXX 5 Year Target (TDTF) EIF | $15,001 - $50,000 | — | TDTF |
| Vanguard Inter Gov Bond (VGIT) EIF | $15,001 - $50,000 | — | VGIT |
| Eaton Vance Global Macro Cap Oppty I (EICOX) EIF | $15,001 - $50,000 | — | EICOX |
| Baron Real Estate Instl (BREIX) EIF | $15,001 - $50,000 | — | BREIX |
| Undeveloped Land (Conroe, TX) | $15,001 - $50,000 | — | — |
| Vanguard Inter Gov Bond (VGIT) EIF | $15,001 - $50,000 | — | VGIT |
| Undeveloped Land (Indianola, Utah) | $15,001 - $50,000 | — | — |
| AQR Large Cap Multi Style (QCERX) EIF | $15,001 - $50,000 | — | QCERX |
| iShares Comex Gold Trust (IAU) EIF | $15,001 - $50,000 | — | IAU |
| Vident US Equity (VUSE) EIF | $15,001 - $50,000 | — | VUSE |
| Healthcare Equity Partners LP (Chicago, IL) (cash) | $15,001 - $50,000 | — | — |
| U.S. bank account #3 (cash) | $15,001 - $50,000 | — | — |
| Regal-Beloit Corporation (RBC) | $15,001 - $50,000 | — | RBC |
| Fidelity Gov't Cash Reserves (FDRXX) EIF | $1,001 - $15,000 | — | FDRXX |
| Radio Paradiso LP (Christian Radio Station, Berlin Germany) | $1,001 - $15,000 | — | — |
| iShares Comex Gold Trust (IAU) EIF | $1,001 - $15,000 | — | IAU |
| AES Corp (AES) | $1,001 - $15,000 | — | AES |
| iShares Core MSCI Emerging Markets ETF (IEMG) EIF | $1,001 - $15,000 | — | IEMG |
| Eaton Vance Global Macro Cap Oppty I (EICOX) EIF | $1,001 - $15,000 | — | EICOX |
| PIMCO CommoditiesPLUS (PCLIX) EIF | $1,001 - $15,000 | — | PCLIX |
| Baron Real Estate Instl (BREIX) EIF | $1,001 - $15,000 | — | BREIX |
| Fidelity Gov't Cash Reserves (FDRXX) EIF | $1,001 - $15,000 | — | FDRXX |
| iShares Core MSCI Pacific (IPAC) EIF | $1,001 - $15,000 | — | IPAC |
| Casey's General Stores (CASY) | None (or less than $1,001) | Dividends Capital Gains | CASY |
| Family Trust #1 | — | — | — |
| Fidelity IRA | — | — | — |
| Templeton Instl Foreign Smaller Companies EIF | None (or less than $1,001) | — | — |
| MFS International Value I (MINIX) EIF | None (or less than $1,001) | — | MINIX |
| JPMorgan Strat Income Oppor (JSOSX) EIF | None (or less than $1,001) | — | JSOSX |
| Home Depot Inc (HD) | None (or less than $1,001) | Capital Gains | HD |
| JPMorgan Inflation Mgd Bond (JRBSX) EIF | None (or less than $1,001) | — | JRBSX |
| Home Depot Inc (HD) | None (or less than $1,001) | Dividends Capital Gains | HD |
| AT&T Corporation (T) | None (or less than $1,001) | Dividends Capital Gains | T |
| Allstate Corp (ALL) | None (or less than $1,001) | Dividends Capital Gains | ALL |
| Banc California Inc Prf (Banc.Prc) | None (or less than $1,001) | Capital Gains | — |
| Health Care Select Sector SPDR EIF | None (or less than $1,001) | — | — |
| Vanguard FTSE Europe ETF (VGK) EIF | None (or less than $1,001) | — | VGK |
| Target Corp Com (TGT) | None (or less than $1,001) | Dividends Capital Gains | TGT |
| Cisco Systems Inc (CSCO) | None (or less than $1,001) | Dividends Capital Gains | CSCO |
| Henry Schein Inc | None (or less than $1,001) | Capital Gains | — |
| Kimberly-Clark Corp (KMB) | None (or less than $1,001) | Dividends | KMB |
| West Fork Irrevocable Trust | — | — | — |
| Indianola Irrevocable Trust | — | — | — |
| Southeast Landco Aquisition Fund LLC | — | — | — |
| Carolina Partner Group LLC | — | — | — |
| Phillips 66 (PSX) | None (or less than $1,001) | Dividends Capital Gains | PSX |
| 17th Street Properties, LLC | — | — | — |
| Templeton Instl Foreign Smaller Companies EIF | None (or less than $1,001) | — | — |
| Ohio National Life Insurance Company (variable annuity) | — | — | — |
| MFS International Value I EIF | None (or less than $1,001) | — | — |
| JPMorgan Strat Income Oppor (JSOSX) EIF | None (or less than $1,001) | — | JSOSX |
| Ohio National Life Insurance Company (variable annuity) | — | — | — |
| JPMorgan Inflation Mgd Bond (JRBSX) EIF | None (or less than $1,001) | — | JRBSX |
| Family Trust # 2 | — | — | — |