Loading…
Est. Assets
$1.1M – $2.6M
Assets Disclosed
34
Est. Liabilities
None
Positions Held
2
| $50,001 - $100,000 |
| — |
| — |
| Exxon Mobil Corp (XOM) | filer | $15,001 - $50,000 | Dividends | XOM |
| TIAA Beauvoir Elementary School Defined Contribution Plan | spouse | $15,001 - $50,000 | Capital Gains | — |
| T-C Lifecycle 2015 Rtmt (TCLIX) EIF | spouse | $15,001 - $50,000 | — | TCLIX |
| Comcast Corporation - Class A Common Stock (CMCSA) | filer | $15,001 - $50,000 | Dividends | CMCSA |
| Nextera Energy Inc (NEE) | filer | $15,001 - $50,000 | Dividends | NEE |
| Anheuser-Busch INBEV SA (BUD) | filer | $15,001 - $50,000 | Dividends | BUD |
| Novartis AG (NVS) | filer | $15,001 - $50,000 | Dividends | NVS |
| Unilever PLC (UL) | filer | $15,001 - $50,000 | Dividends | UL |
| ABBVIE INC (ABBV) | filer | $15,001 - $50,000 | Dividends | ABBV |
| Air Products & Chemicals Inc (APD) | filer | $15,001 - $50,000 | Dividends | APD |
| Caterpillar Inc (CAT) | filer | $15,001 - $50,000 | Dividends | CAT |
| Deere & Co (DE) | filer | $15,001 - $50,000 | Dividends | DE |
| Dow Chemical Company (DOW) | filer | $15,001 - $50,000 | Dividends | DOW |
| Coca-Cola Co (KO) | filer | $15,001 - $50,000 | Dividends | KO |
| MRV Capital Partners, LLC (single purpose) | filer | $1,001 - $15,000 | — | — |
| MRV Systems, LLC (marine robotics dev) | filer | $1,001 - $15,000 | — | — |
| La Quinta Holdings Inc (LQ) | filer | $1,001 - $15,000 | — | LQ |
| Versum Materials Inc Com (VSM) | filer | $1,001 - $15,000 | — | VSM |
| Americans for Prosperity 401(k) Plan | filer | $1,001 - $15,000 | — | — |
| Nw Inv Dest Aggr Svc (NDAAX) EIF | filer | $1,001 - $15,000 | — | NDAAX |
| Forest City Employer LLC 401(k) Employee Savings Plan & Trust | filer | $1,001 - $15,000 | — | — |
| American Funds EuroPacific Growth (AEPGX) EIF | filer | $1,001 - $15,000 | — | AEPGX |
| Blue Chip Growth Fund (TRBCX) EIF | filer | $1,001 - $15,000 | — | TRBCX |
| Fidelity Contra Fund (FCNTX) EIF | filer | $1,001 - $15,000 | — | FCNTX |
| WO Angel Fund LLC | filer | $1,001 - $15,000 | — | — |
| Consolidated Edison Inc (ED) | filer | $1,001 - $15,000 | Dividends | ED |
| The Printer Project LLC (advertising services) | filer | $1,001 - $15,000 | — | — |
| Wells Fargo & Co (WFC) | filer | None (or less than $1,001) | Dividends Capital Gains | WFC |
| Insperity PEO Services, L.P. | filer | — | Salary | — |
| Protestant Episcopal Cathedral | spouse | — | Salary | — |