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Est. Assets
$8.1M – $23.5M
Assets Disclosed
96
Est. Liabilities
$500K – $1.0M
Positions Held
10
| filer |
| $500,001 - $1,000,000 |
| — |
| Stone Ridge All Asset VRP Fund EIF | filer | $250,001 - $500,000 | — |
| Stone Ridge Reinsurance Risk Premium Fund EIF | filer | $250,001 - $500,000 | — |
| WFC Holdings Corp Note | filer | $250,001 - $500,000 | — |
| Schwab Advisor Cash Reserves Fund EIF | filer | $250,001 - $500,000 | — |
| AIP Absolute Return Fund STS EIF | filer | $250,001 - $500,000 | — |
| Stone Ridge US Variance Risk Premium Master Fund EIF | filer | $250,001 - $500,000 | — |
| Deutsche Bank Note Due 09/19/19 | filer | $250,001 - $500,000 | — |
| Schwab Advisor Cash Reserves Fund - Premier Sweep Share EIF | filer | $250,001 - $500,000 | — |
| PIMCO Income Fund EIF | filer | $100,001 - $250,000 | — |
| Stone Ridge High Yield Reinsurance Risk Premium Fund EIF | filer | $100,001 - $250,000 | — |
| U.S. bank account #1 (cash) | filer | $100,001 - $250,000 | — |
| JP Morgan Strategic Income Opportunities Fund EIF | filer | $100,001 - $250,000 | — |
| Metropolitan West High Yield Bond Fund EIF | filer | $100,001 - $250,000 | — |
| U.S. bank Certificates of Deposit #3 | filer | $100,001 - $250,000 | — |
| Undiscovered Managers Behavorial Value Fund EIF | filer | $100,001 - $250,000 | — |
| American Century Mid Cap Value Fund EIF | filer | $100,001 - $250,000 | — |
| Quiet Valley Farm (Upperco, MD) | filer | $100,001 - $250,000 | Rent or Royalties |
| First Eagle Overseas Fund EIF | filer | $100,001 - $250,000 | — |
| First Eagle Overseas Fund EIF | filer | $100,001 - $250,000 | — |
| GS Fin Corp Medium Term Note | filer | $100,001 - $250,000 | — |
| Harbor International Fund EIF | filer | $100,001 - $250,000 | — |
| USAA Short Term Bond Fund EIF | filer | $100,001 - $250,000 | — |
| Thornburg Ltd Term Muni EIF | filer | $100,001 - $250,000 | — |
| GS Fin Corp Medium Term Note | filer | $100,001 - $250,000 | — |
| Invesco Convertible Securities Fund EIF | filer | $100,001 - $250,000 | — |
| Invesco Convertible Securities Fund EIF | filer | $100,001 - $250,000 | — |
| Kellogg Company, stock options | filer | $100,001 - $250,000 | — |
| U.S. bank Certificates of Deposit #1 | filer | $100,001 - $250,000 | — |
| Allianz GI NFJ Small Cap Value Fund EIF | filer | $50,001 - $100,000 | — |
| Harbor International Fund EIF | filer | $50,001 - $100,000 | — |
| Oppenheimer Developing Markets Fund EIF | filer | $50,001 - $100,000 | — |
| USAA Short Term Bond Fund EIF | filer | $50,001 - $100,000 | — |
| Baron Growth Fund EIF | filer | $50,001 - $100,000 | — |
| Deutsche Global Real Estate Securities Fund EIF | filer | $50,001 - $100,000 | — |
| Invesco Balanced Risk Allocation Fund EIF | filer | $50,001 - $100,000 | — |
| PIMCO Commodity Real Return Strategy Fund EIF | filer | $50,001 - $100,000 | — |
| U.S. bank Certificates of Deposit #2 | filer | $50,001 - $100,000 | — |
| Harbor International Fund EIF | spouse | $50,001 - $100,000 | — |
| Invesco Convertible Securities Fund EIF | filer | $15,001 - $50,000 | — |
| Undiscovered Managers Behavioral Value Fund EIF | filer | $15,001 - $50,000 | — |
| PIMCO Commodity Real Return Strategy Fund EIF | filer | $15,001 - $50,000 | — |
| PIMCO Commodity Real Return Strategy Fund EIF | filer | $15,001 - $50,000 | — |
| Invesco Convertible Securities Fund EIF | spouse | $15,001 - $50,000 | — |
| Oppenheimer Developing Markets Fund EIF | filer | $15,001 - $50,000 | — |
| Schwab Advisor Cash Reserves Fund - Premier Sweep Share EIF | filer | $15,001 - $50,000 | — |
| Schwab Advisor Cash Reserves Fund - Premier Sweep Share EIF | spouse | $1,001 - $15,000 | — |
| Vaccinogen, Inc. | filer | $1,001 - $15,000 | — |
| Schwab Advisor Cash Reserves Fund - Premier Sweep Share EIF | filer | $1,001 - $15,000 | — |
| Schwab Advisor Cash Reserves Fund - Premier Sweep Share EIF | filer | $1,001 - $15,000 | — |
| Receivable from 1721 Partners, LLC | filer | $1,001 - $15,000 | — |
| Receivable from 1721 Partners, LLC | filer | $1,001 - $15,000 | — |
| U.S. bank account #2 (cash) | filer | $1,001 - $15,000 | — |
| Vanguard VII-A LP | filer | $1,001 - $15,000 | Partnership Distribution |
| American Funds New Perspective Fund (529 Plan) EIF | filer | $1,001 - $15,000 | — |
| HarperCollins Christian Publishing - TITLE: Think Big: Unleashing Your Potential for Excellence (Value not readily ascertainable) | filer | — | Rent or Royalties |
| HarperCollins Christian Publishing - TITLE: The Big Picture (Value not readily ascertainable) | filer | — | Rent or Royalties |
| HarperCollins Christian Publishing: TITLE: Take the Risk: Learning to Identify, Choose, and Live with Acceptable Risk (Value not readily ascertainable) | filer | — | Rent or Royalties |
| HarperCollins Christian Publishing - TITLE: America The Beautiful: Rediscovering What Made This Nation Great (Value not readily ascertainable) | filer | — | Rent or Royalties |
| HarperCollins Christian Publishing - TITLE: You Have a Brain: A Teen's Guide to T.H.I.N.K. B.I.G. (Value not readily ascertainable) | filer | — | Rent or Royalties |
| Tyndale House Publishers, Inc. - TITLE: One Vote: Make Your Voice Heard (Value not readily ascertainable) | filer | — | Rent or Royalties |
| Southeastern University - 4/29/16 | filer | — | Honorarium |
| American Business Collaborative, LLC | spouse | — | Salary |
| HarperCollins Christian Publishing: Title: America The Beautiful: Rediscovering What Made This Nation Great (value not readily ascertainable) | spouse | — | Rent or Royalties |
| American Business Collaborative, LLC 401k Plan | spouse | — | — |
| Washington Speakers Bureau - Law office of George Martin - 10/8/16 | filer | — | Honorarium |
| Washington Speakers Bureau - University of Texas - 9/27/16 | filer | — | Honorarium |
| Washington Speakers Bureau - The Siegfried Group, LLP - 7/23/16 | filer | — | Honorarium |
| Receivable from Dfine, Inc. | filer | — | — |
| Receivable from Vormetric | filer | — | — |
| BenCan, LLC - investment holding company | filer | — | — |
| Washington Speakers Bureau - Council of Insurance Agents and Brokers - 6/1/16 | filer | — | Honorarium |
| Washington Speakers Bureau - Grove City College - 5/14/16 | filer | — | Honorarium |
| John Sanders - Revive US - 10/18/16 | filer | — | Honorarium |
| Global Evangelism Inc - 10/1/16 | filer | — | Honorarium |
| Commerical Rental Property, Pittsburgh, PA | filer | None (or less than $1,001) | Rent or Royalties |
| American Business Collaborative, LLC, cash balance pension plan | filer | — | — |
| INBS, LLC - investment holding company | filer | — | — |
| Penguin Group USA - TITLE: A More Perfect Union: What We the People Can Do to Reclaim Our Constitutional Liberties (Value not readily ascertainable) | filer | — | Rent or Royalties |
| Commercial Rental Property, Pittsburgh, PA | filer | None (or less than $1,001) | Rent or Royalties |
| American Business Collaborative, LLC (self employed passthrough entity for public speaking and book royalties) | filer | — | — |
| Pruco Life Insurance Co. Variable Annuity | filer | — | — |
| Penguin Group USA - TITLE: One Nation: What We Can All Do to Save America's Future (Value not readily ascertainable) | filer | — | Rent or Royalties |
| Review & Herald Publishing Association - TITLE: Gifted Hands: The Ben Carson Story (Value not readily ascertainable) | filer | — | Rent or Royalties |
| IRA #1 | filer | — | — |
| American Business Collaborative, LLC | filer | — | Salary |
| American Business Collaborative, LLC 401k Plan | filer | — | — |
| Washington Speakers Bureau - Lutheran Church Extension Fund - 11/18/16 | filer | — | Honorarium |
| TMA Direct managed subscription-based web forum (no longer active) | filer | — | Rent or Royalties Interest |
| Washington Speakers Bureau - The Women's Board of Wolfson Children's Hospital - 10/25/16 | filer | — | Honorarium |
| Washington Speakers Bureau - Teen Challenge International - 10/24/16 | filer | — | Honorarium |
| Washington Speakers Bureau - Cooperatieve Rabobank UA - 10/20/16 | filer | — | Honorarium |