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Est. Assets
$249K – $1.3M
Assets Disclosed
62
Est. Liabilities
$130K – $300K
Filings
1
| PIMCO Total Return P (PTTPX) EIF |
| $15,001 - $50,000 |
| — |
PTTPX |
| CREF Stock R2 EIF | $15,001 - $50,000 | — | — |
| Blackrock Global Long/Short Credit Instl (BGCIX) EIF | $15,001 - $50,000 | — | BGCIX |
| Blackrock Global Dividend Instl (BIBDX) EIF | $15,001 - $50,000 | — | BIBDX |
| Blackrock High Yield Bond Instl (BHYIX) EIF | $15,001 - $50,000 | — | BHYIX |
| MFS Value (MEIIX) EIF | $15,001 - $50,000 | — | MEIIX |
| JPMorgan Income Builder Select (JNBSX) EIF | $15,001 - $50,000 | — | JNBSX |
| Eaton Vnc Float (EIBLX) EIF | $15,001 - $50,000 | — | EIBLX |
| US Bank Account #2 (cash) | $1,001 - $15,000 | — | — |
| PIMCO Income P (PONPX) EIF | $1,001 - $15,000 | — | PONPX |
| AstraZeneca PLC (AZN) | $1,001 - $15,000 | — | AZN |
| AT&T Inc (T) | $1,001 - $15,000 | Dividends Interest | T |
| BCE INC (BCE) | $1,001 - $15,000 | Dividends Interest | BCE |
| BP PLC (BP) | $1,001 - $15,000 | Dividends Interest | BP |
| Duke Energy Corp (DUK) | $1,001 - $15,000 | Dividends Interest | DUK |
| GlaxoSmithKline PLC (GSK) | $1,001 - $15,000 | — | GSK |
| National Grid (NGG) | $1,001 - $15,000 | Dividends Interest | NGG |
| Novartis (NVS) | $1,001 - $15,000 | — | NVS |
| Occidental Pete (OXY) | $1,001 - $15,000 | — | OXY |
| Sanofi (SNY) | $1,001 - $15,000 | — | SNY |
| Southern Co (SO) | $1,001 - $15,000 | Dividends Interest | SO |
| TOTAL S.A. (TOT) | $1,001 - $15,000 | — | TOT |
| Unilever PLC (UL) | $1,001 - $15,000 | — | UL |
| Vodafone Group (VOD) | $1,001 - $15,000 | — | VOD |
| Welltower Inc (HCN) | $1,001 - $15,000 | Dividends Interest | HCN |
| Chevron Corp (CVX) | $1,001 - $15,000 | Dividends Interest | CVX |
| Exxon Mobil Corp (XOM) | $1,001 - $15,000 | Dividends Interest | XOM |
| CREF Growth R2 EIF | $1,001 - $15,000 | — | — |
| CREF Equity Index R2 EIF | $1,001 - $15,000 | — | — |
| CREF Global Equities R2 EIF | $1,001 - $15,000 | — | — |
| TIAA Real Estate EIF | $1,001 - $15,000 | — | — |
| CREF Stock R2 EIF | $1,001 - $15,000 | — | — |
| CREF Equity Index R2 EIF | $1,001 - $15,000 | — | — |
| CREF Bond Market R2 EIF | $1,001 - $15,000 | — | — |
| CREF Social Choice R2 EIF | $1,001 - $15,000 | — | — |
| CREF Inf-Linked Bond EIF | $1,001 - $15,000 | — | — |
| US Bank Account #1 (cash) | $1,001 - $15,000 | — | — |
| Ventas Inc (VTR) | $1,001 - $15,000 | Dividends Interest | VTR |
| Verizon Communications Inc (VZ) | $1,001 - $15,000 | Dividends Interest | VZ |
| Kraft Heinz Co (KHC) | $1,001 - $15,000 | Dividends Interest | KHC |
| Realty Income Corp (O) | $1,001 - $15,000 | Dividends Interest | O |
| PepsiCo Inc (PEP) | $1,001 - $15,000 | Dividends Interest | PEP |
| Procter & Gamble (PG) | $1,001 - $15,000 | Dividends Interest | PG |
| AbbVie Inc Shs (ABBV) | $1,001 - $15,000 | Dividends Interest | ABBV |
| American Electric Power (AEP) | $1,001 - $15,000 | Dividends Interest | AEP |
| Crown Castle Intl Corp (CCI) | $1,001 - $15,000 | — | CCI |
| Dominion Resources Inc (D) | $1,001 - $15,000 | Dividends Interest | D |
| Consolidated Edison Inc (ED) | $1,001 - $15,000 | — | ED |
| General Mills Inc (GIS) | $1,001 - $15,000 | Dividends Interest | GIS |
| Johnson & Johnson (JNJ) | $1,001 - $15,000 | — | JNJ |
| Kimberly-Clark (KMB) | $1,001 - $15,000 | Dividends Interest | KMB |
| Coca-Cola Co (KO) | $1,001 - $15,000 | — | KO |
| McDonald's Corp (MCD) | $1,001 - $15,000 | Dividends Interest | MCD |
| Altria Group Inc (MO) | $1,001 - $15,000 | Dividends Interest | MO |
| Merck & Co Inc (MRK) | $1,001 - $15,000 | Dividends Interest | MRK |
| Philip Morris International (PM) | $1,001 - $15,000 | Dividends Interest | PM |
| PPL Corp (PPL) | $1,001 - $15,000 | Dividends Interest | PPL |
| University of San Diego Defined Contribution Plan | — | — | — |
| Wellesley College 403(b) Retirement | — | — | — |