Loading…
Est. Assets
$269K – $1.6M
Assets Disclosed
87
Est. Liabilities
$100K – $250K
Positions Held
1
| — |
IYPCX |
| MFS Growth Fund Class R3 (MFEHX) EIF | filer | $15,001 - $50,000 | — | MFEHX |
| T Rowe Price Real Estate Fund Advisor Class (PAREX) EIF | filer | $15,001 - $50,000 | — | PAREX |
| iShares 529 2024 College Portfolio Class F EIF | filer | $15,001 - $50,000 | — | — |
| Wells Fargo Special Mid Cap Value Fund Class A (WFPAX) EIF | filer | $15,001 - $50,000 | — | WFPAX |
| iShares 529 2024 College Portfolio Class F EIF | filer | $15,001 - $50,000 | — | — |
| Hagerty Consulting Inc. (emergency management consulting), anticipated bonus 2017 | filer | $15,001 - $50,000 | — | — |
| JP Morgan Equity Income Fund Class A (OIEIX) EIF | filer | $15,001 - $50,000 | — | OIEIX |
| US Bank Money Market account (cash) | filer | $15,001 - $50,000 | — | — |
| Delaware Small Cap Core Fund Class R (DCCRX) EIF | filer | $15,001 - $50,000 | — | DCCRX |
| Dodge & Cox Global Stock Fund (DODWX) EIF | filer | $15,001 - $50,000 | — | DODWX |
| Lord Abbett Bond Debenture R3 (LBNRX) EIF | filer | $15,001 - $50,000 | — | LBNRX |
| U.S. brokerage account (cash) | filer | $1,001 - $15,000 | — | — |
| AbbVie Inc. | filer | $1,001 - $15,000 | — | — |
| Alps ETF Trust Sector Dividend Dogs ETF (SDOG) EIF | filer | $1,001 - $15,000 | — | SDOG |
| Centurylink Incorporated (CTL) | filer | $1,001 - $15,000 | — | CTL |
| Energy Transfer Prtnrs L P Unit Ltd Partn (ETP) | filer | $1,001 - $15,000 | — | ETP |
| Enterprise Products Partners LP (EPD) | filer | $1,001 - $15,000 | — | EPD |
| JPMorgan Chase & Company (JPM) | filer | $1,001 - $15,000 | — | JPM |
| MFS International Value Fund Class I (MINIX) EIF | filer | $1,001 - $15,000 | — | MINIX |
| Microchip Technology Inc. (MCHP) | filer | $1,001 - $15,000 | — | MCHP |
| Proshares S&P 500 Dividend Aristocrats ETF (NOBL) EIF | filer | $1,001 - $15,000 | — | NOBL |
| Time Warner Inc. (TWX) | filer | $1,001 - $15,000 | — | TWX |
| Virtus Wealth Masters Fund Class I (VWMIX) EIF | filer | $1,001 - $15,000 | — | VWMIX |
| MFS Aggressive Growth Allocation Fund Class R3 (MAAHX) EIF | filer | $1,001 - $15,000 | — | MAAHX |
| Clarkston Partners Fund Institutional Class (CISMX) EIF | filer | $1,001 - $15,000 | — | CISMX |
| ClearBridge Aggressive Growth Fund Class I (SAGYX) EIF | filer | $1,001 - $15,000 | — | SAGYX |
| Eaton Vance Atlanta Capital Select Equity Fund Class I (ESEIX) EIF | filer | $1,001 - $15,000 | — | ESEIX |
| Hamlin High Dividend Equity Fund Institutional Class (HHDFX) EIF | filer | $1,001 - $15,000 | — | HHDFX |
| JHancock Disciplined Value Mid Cap Fund Class I (JVMIX) EIF | filer | $1,001 - $15,000 | — | JVMIX |
| JPMorgan Value Advantage Fund Class L (JVAIX) EIF | filer | $1,001 - $15,000 | — | JVAIX |
| MainStay Epoch Global Equity Yield Fund Class A (EPSPX) EIF | filer | $1,001 - $15,000 | — | EPSPX |
| Meridian Growth Fund Investor Class (MRIGX) EIF | filer | $1,001 - $15,000 | — | MRIGX |
| MFS International New Discovery Fund Class I (MWNIX) EIF | filer | $1,001 - $15,000 | — | MWNIX |
| Parnassus Mid Cap Fund Institutional Class (PFPMX) EIF | filer | $1,001 - $15,000 | — | PFPMX |
| Principal Mid Cap Fund Class P (PMCPX) EIF | filer | $1,001 - $15,000 | — | PMCPX |
| Vaughan Nelson Value Opportunity Fund Class Y Natixis (VNVYX) EIF | filer | $1,001 - $15,000 | — | VNVYX |
| U.S. brokerage account (cash) | filer | $1,001 - $15,000 | — | — |
| Baker Hughes Inc. (BHI) | filer | $1,001 - $15,000 | — | BHI |
| Deutsche Global Infrastructure Fund Class S (TOLSX) EIF | filer | $1,001 - $15,000 | — | TOLSX |
| Deutsche CROCI Sector Opportunities Fund Class S (DSOSX) EIF | filer | $1,001 - $15,000 | — | DSOSX |
| Neuberger Berman International Equity Fund Class A (NIQAX) EIF | filer | $1,001 - $15,000 | — | NIQAX |
| Primecap Odyssey Growth Fund (POGRX) EIF | filer | $1,001 - $15,000 | — | POGRX |
| SVB Financial Group (SIVB) | filer | $1,001 - $15,000 | — | SIVB |
| U.S. brokerage account (cash) | filer | $1,001 - $15,000 | — | — |
| First Trust Dorsey Wright Focus 5 ETF (FV) EIF | filer | $1,001 - $15,000 | — | FV |
| iShares Edge MSCI Min Vol Global ETF (ACWV) EIF | filer | $1,001 - $15,000 | — | ACWV |
| iShares Select Dividend ETF (DVY) EIF | filer | $1,001 - $15,000 | — | DVY |
| U.S. brokerage account (cash) | filer | $1,001 - $15,000 | — | — |
| Guggenheim S&P 500 Equal Weight ETF (RSP) EIF | filer | $1,001 - $15,000 | — | RSP |
| MFS International Value Fund Class C (MGICX) EIF | filer | $1,001 - $15,000 | — | MGICX |
| U.S. bank account #1 (cash) | filer | $1,001 - $15,000 | — | — |
| U.S. bank account #2 (cash) | filer | $1,001 - $15,000 | — | — |
| Chubb Limited (CB) | filer | $1,001 - $15,000 | — | CB |
| Carnival Corporation Paired Ctf (CCL) | filer | $1,001 - $15,000 | — | CCL |
| Eaton Corporation PLC (ETN) | filer | $1,001 - $15,000 | — | ETN |
| Kraft Heinz Company (KHC) | filer | $1,001 - $15,000 | — | KHC |
| Fidus Investment Corp (FDUS) | filer | $1,001 - $15,000 | — | FDUS |
| PepsiCo Inc (PEP) | filer | $1,001 - $15,000 | — | PEP |
| Apple Incorporated (AAPL) | filer | $1,001 - $15,000 | — | AAPL |
| Air Products & Chemicals Incorporated (APD) | filer | $1,001 - $15,000 | — | APD |
| Crown Castle International Corporation New REIT (CCI) EIF | filer | $1,001 - $15,000 | — | CCI |
| CME Group Inc (CME) | filer | $1,001 - $15,000 | — | CME |
| Garmin Ltd (GRMN) | filer | $1,001 - $15,000 | — | GRMN |
| Marathon Petroleum Corporation (MPC) | filer | $1,001 - $15,000 | — | MPC |
| Merck & Co. Inc. (MRK) | filer | $1,001 - $15,000 | — | MRK |
| Microsoft Corp. (MSFT) | filer | $1,001 - $15,000 | — | MSFT |
| Newell Brands Inc. (NWL) | filer | $1,001 - $15,000 | — | NWL |
| Oracle Corp. (ORCL) | filer | $1,001 - $15,000 | — | ORCL |
| Pfizer Inc. (PFE) | filer | $1,001 - $15,000 | — | PFE |
| Union Pacific Corp. (UNP) | filer | $1,001 - $15,000 | — | UNP |
| Arkansas iShares College Savings Plan #2 | filer | — | — | — |
| Hagerty Consulting Inc | filer | — | Salary | — |
| Hagerty Consulting Inc. (emergency management consulting), Performance Bonus 2016 | filer | — | Bonus | — |
| Viewmont Pharmacy, Hickory NC | spouse | — | Salary | — |
| US Brokerage Account #1 | filer | — | — | — |
| William Long IRA | filer | — | — | — |
| U.S. brokerage account (cash) | filer | None (or less than $1,001) | — | — |
| William Long Roth IRA | filer | — | — | — |
| Arkansas iShares College Savings Plan #1 | filer | — | — | — |
| Hagerty Consulting 401(k) plan | filer | — | — | — |
| Spouse IRA | filer | — | — | — |
| Spouse Roth IRA | filer | — | — | — |
| U.S. Bank Account #3 (Cash) | filer | None (or less than $1,001) | — | — |
| U.S. Bank Account #4 (Cash) | filer | None (or less than $1,001) | — | — |