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Est. Assets
$173K – $895K
Assets Disclosed
41
Est. Liabilities
$10K
Filings
1
| $15,001 - $50,000 |
| — |
VTI |
| Vanguard Total Stock Market ETF (VTI) EIF | $15,001 - $50,000 | — | VTI |
| T Rowe Price New American Growth Fund (PRWAX) EIF | $15,001 - $50,000 | — | PRWAX |
| T Rowe Price Capital Appreciation Fund (PRWCX) EIF | $15,001 - $50,000 | — | PRWCX |
| Primecap Odyssey Aggressive Growth Fund (POAGX) EIF | $1,001 - $15,000 | — | POAGX |
| Royce Special Equity Fund (RYSEX) EIF | $1,001 - $15,000 | — | RYSEX |
| T Rowe Price High Yield Fund (PRHYX) EIF | $1,001 - $15,000 | — | PRHYX |
| T Rowe Price Equity Income Fund (PRFDX) EIF | $1,001 - $15,000 | — | PRFDX |
| T Rowe Price Blue Chip Growth Fund (TRBCX) EIF | $1,001 - $15,000 | — | TRBCX |
| Vanguard Emerging Markets Stock Index Fund (VEIEX) EIF | $1,001 - $15,000 | — | VEIEX |
| Vanguard Mid Cap Index Fund (VIMSX) EIF | $1,001 - $15,000 | — | VIMSX |
| TD Ameritrade Insured Deposit Account | $1,001 - $15,000 | — | — |
| Apple (AAPL) | $1,001 - $15,000 | Dividends | AAPL |
| iShares Core S&P 500 ETF (IVV) EIF | $1,001 - $15,000 | — | IVV |
| iShares Russell 1000 ETF (IWB) EIF | $1,001 - $15,000 | — | IWB |
| iShares Core Aggressive Allocation ETF (AOA) EIF | $1,001 - $15,000 | — | AOA |
| Orbital ATK (OA) | $1,001 - $15,000 | — | OA |
| Vanguard Dividend Appreciation ETF (VIG) EIF | $1,001 - $15,000 | — | VIG |
| Vanguard High Dividend Yield ETF (VYM) EIF | $1,001 - $15,000 | — | VYM |
| Vanguard Health Care Index (VHT) EIF | $1,001 - $15,000 | — | VHT |
| Vanguard Information Technology ETF (VGT) EIF | $1,001 - $15,000 | — | VGT |
| Vanguard Growth ETF (VUG) EIF | $1,001 - $15,000 | — | VUG |
| Vanguard Small Cap ETF (VB) EIF | $1,001 - $15,000 | — | VB |
| SSGA S&P 500 Index (SVSPX) EIF | $1,001 - $15,000 | — | SVSPX |
| TD Ameritrade Insured Deposit Account | $1,001 - $15,000 | — | — |
| iShares Core S&P 500 ETF (IVV) EIF | $1,001 - $15,000 | — | IVV |
| DC 529 Plan - State Street Equity 500 Index EIF | $1,001 - $15,000 | — | — |
| Thrivent Financial Adjustable Whole Life Insurance | $1,001 - $15,000 | Interest | — |
| Apple (AAPL) | $1,001 - $15,000 | — | AAPL |
| SPDR Gold Trust ETF (GLD) EIF | $1,001 - $15,000 | — | GLD |
| DC 529 Plan - State Street Equity 500 Index EIF | $1,001 - $15,000 | — | — |
| PowerShares Emerging Markets Sov Debt Port ETF (PCY) EIF | $1,001 - $15,000 | — | PCY |
| Vanguard High Divided Yield ETF (VYM) EIF | $1,001 - $15,000 | — | VYM |
| Vanguard Emerging Markets ETF (VWO) EIF | $1,001 - $15,000 | — | VWO |
| Vanguard Health Care Index ETF (VHT) EIF | $1,001 - $15,000 | — | VHT |
| Vanguard Index Funds S&P 500 ETF (VOO) EIF | $1,001 - $15,000 | — | VOO |
| Dodge & Cox Funds Intl Stock Fund (DODFX) EIF | $1,001 - $15,000 | — | DODFX |
| iShares Silver Trust ETF (SLV) EIF | None (or less than $1,001) | — | SLV |