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Est. Assets
$1.7M – $6.9M
Assets Disclosed
26
Est. Liabilities
$260K – $610K
Positions Held
2
| $50,001 - $100,000 |
| — |
| DFA US Small Cap Value Portfolio EIF | $50,001 - $100,000 | — |
| Vanguard Total Stock Market ETF EIF | $50,001 - $100,000 | — |
| SPDR S&P 500 ETF Trust EIF | $50,001 - $100,000 | — |
| Vanguard Small-Cap Index Admiral Shares EIF | $50,001 - $100,000 | — |
| Blackrock MSCI ACWI EIF | $15,001 - $50,000 | — |
| DFA Emerging Markets Core Equity Portfolio EIF | $15,001 - $50,000 | — |
| Blackrock Barclays Aggregate Bond EIF | $15,001 - $50,000 | — |
| Utilities Select Sector SPDR Fund EIF | $15,001 - $50,000 | — |
| Lending Club IRA | $15,001 - $50,000 | Interest |
| RENTAL PROPERTY: TOKYO, ADACHI-KU | $15,001 - $50,000 | Rent or Royalties |
| Fidelity Total Market EIF | $1,001 - $15,000 | — |
| PowerShares Russell 1000 Equal Weight Portfolio EIF | $1,001 - $15,000 | — |
| Neuberger Berman High Income Bond Fund EIF | $1,001 - $15,000 | — |
| iShares iBoxx $ High Yield Corporate Bd EIF | $1,001 - $15,000 | — |
| iShares iBoxx $ Invest Grade Corp Bond EIF | $1,001 - $15,000 | — |
| Vanguard Total International Stock ETF EIF | $1,001 - $15,000 | — |
| Fidelity New Market EIF | $1,001 - $15,000 | — |
| Fidelity 500 Index Fund EIF | $1,001 - $15,000 | — |
| Main Street Growth Project | — | Salary |
| Main Street Growth Project | — | SEP-IRA contribution |