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Est. Assets
$661K – $1.7M
Assets Disclosed
38
Est. Liabilities
$1.0M – $2.0M
Positions Held
1
| filer |
| $15,001 - $50,000 |
| — |
MRLAX |
| Greaves and Wu Capital Account | spouse | $15,001 - $50,000 | — | — |
| MFS Value Fund Class R6 (MEIKX) EIF | filer | $15,001 - $50,000 | — | MEIKX |
| Goldman Sachs High Yield Fund Institutional (GSHIX) EIF | filer | $15,001 - $50,000 | — | GSHIX |
| Vanguard 500 Index Fund Admiral Class (VFIAX) EIF | filer | $15,001 - $50,000 | — | VFIAX |
| BlackRock Global Allocation Fund, Inc. Investor A Shares (MDLOX) EIF | filer | $1,001 - $15,000 | — | MDLOX |
| Artisan Mid Cap Fund Institutional Class (APHMX) EIF | filer | $1,001 - $15,000 | — | APHMX |
| Dodge & Cox International Stock Fund (DODFX) EIF | filer | $1,001 - $15,000 | — | DODFX |
| Vanguard Balanced Index Fund Admiral Shares (VBIAX) EIF | spouse | $1,001 - $15,000 | — | VBIAX |
| Vanguard Dividend Growth Fund Investor Shares (VDIGX) EIF | spouse | $1,001 - $15,000 | — | VDIGX |
| Vanguard Growth Index Fund Admiral Shares (VIGAX) EIF | spouse | $1,001 - $15,000 | — | VIGAX |
| Vanguard REIT Index Fund Admiral Shares (VGSLX) EIF | spouse | $1,001 - $15,000 | — | VGSLX |
| US Financial Institution Cash Account 1 | filer | $1,001 - $15,000 | — | — |
| Vanguard Diversified Equity Fund Investor Shares (VDEQX) EIF | filer | $1,001 - $15,000 | — | VDEQX |
| Vanguard Consumer Discretionary ETF (VCR) EIF | filer | $1,001 - $15,000 | — | VCR |
| Vanguard Consumer Staples ETF (VDC) EIF | filer | $1,001 - $15,000 | — | VDC |
| Vanguard S&P 500 Growth ETF (VOOG) EIF | filer | $1,001 - $15,000 | — | VOOG |
| eBay Inc. - Common Stock | filer | $1,001 - $15,000 | — | — |
| Vanguard S&P 500 ETF (VOO) EIF | filer | $1,001 - $15,000 | — | VOO |
| US Financial Institution #3, Cash account | filer | $1,001 - $15,000 | — | — |
| PayPal holdings | filer | $1,001 - $15,000 | — | — |
| Tractor Supply Company - Common Stock | filer | $1,001 - $15,000 | — | — |
| Wal-Mart Stores Inc | filer | $1,001 - $15,000 | — | — |
| National Farm Whole Life Insurance | filer | $1,001 - $15,000 | — | — |
| BlackRock Equity Dividend Fund Investor A Shares (MDDVX) EIF | filer | $1,001 - $15,000 | — | MDDVX |
| Vanguard High Dividend Yield Index Fund Investor Shares (VHDYX) EIF | filer | $1,001 - $15,000 | — | VHDYX |
| Residential Rental, Washington, DC | filer | Over $1,000,000 | Rent or Royalties | — |
| KPMG 401k | filer | — | — | — |
| KPMG Defined Benefit Plan, Value not readily ascertainable | filer | — | — | — |
| Caplin and Drysdale (Law firm) | spouse | — | salary, bonus | — |
| Greaves and Wu (law firm) | spouse | — | partnership share | — |
| Caplin and Drysdale 401k | spouse | — | — | — |
| KPMG (Public accounting firm) | filer | — | Salary/Bonus | — |
| Mineral interest, Mitchell Co, TX (value not readily ascertainable) | filer | — | — | — |
| Minteral Interest, Andrews Co, TX (value not readily ascertainable) | filer | — | — | — |