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Est. Assets
$25K – $200K
Assets Disclosed
18
Est. Liabilities
None
Filings
1
| $1,001 - $15,000 |
| — |
SWSSX |
| Schwab Emerging Markets ETF (SCHE) EIF | $1,001 - $15,000 | — | SCHE |
| SPDR S&P 600 Small Cap Growth ETF (SLYG) EIF | $1,001 - $15,000 | — | SLYG |
| SPDR S&P 600 Small Cap Value ETF (SLYV) EIF | $1,001 - $15,000 | — | SLYV |
| Schwab International Equity ETF (SCHF) EIF | $1,001 - $15,000 | — | SCHF |
| Schwab US Large-Cap Growth ETF (SCHG) EIF | $1,001 - $15,000 | — | SCHG |
| Schwab S&P 500 Index (SWPPX) EIF | $1,001 - $15,000 | — | SWPPX |
| Financial Engines Roth Account EIF | $1,001 - $15,000 | — | — |
| SPDR S&P 500 ETF (SPY) EIF | None (or less than $1,001) | — | SPY |
| Schwab Money Market Fund (MMF) EIF | None (or less than $1,001) | — | MMF |
| Facebook Inc stock (FB) | None (or less than $1,001) | Capital Gains | FB |
| Vanguard Small-Cap ETF (VB) EIF | None (or less than $1,001) | — | VB |
| Schwab Money Market Fund (MMF) EIF | None (or less than $1,001) | — | MMF |
| Apple Inc stock (AAPL) | None (or less than $1,001) | Capital Gains | AAPL |
| Microsoft Corp stock (MSFT) | None (or less than $1,001) | Capital Gains | MSFT |