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Est. Assets
$420K – $1.1M
Assets Disclosed
15
Est. Liabilities
$500K – $1.0M
Positions Held
6
| $50,001 - $100,000 |
| — |
LALDX |
| MFS Value CL I (MEIIX) EIF | $50,001 - $100,000 | — | MEIIX |
| Morgan Stanley Instl U S Real Estate CL I (MSUSX) EIF | $15,001 - $50,000 | — | MSUSX |
| Oakmark Intl CL I (OAKIX) EIF | $15,001 - $50,000 | — | OAKIX |
| Mainstay High Yield Corp Bond CL I (MHYIX) EIF | $15,001 - $50,000 | — | MHYIX |
| U.S. brokerage money market account (cash) | $15,001 - $50,000 | — | — |
| American Beacon Small Cap Value CL Y (ABSYX) EIF | $15,001 - $50,000 | — | ABSYX |
| Artisan Mid Cap Advisor CL (APDMX) EIF | $15,001 - $50,000 | — | APDMX |
| John Hancock Disciplined Val MID Cap Cl I (JVMIX) EIF | $15,001 - $50,000 | — | JVMIX |
| Oppenheimer Discovery CL Y (ODIYX) EIF | $15,001 - $50,000 | — | ODIYX |
| Templeton Global Bond Advisor CL (TGBAX) EIF | None (or less than $1,001) | — | TGBAX |
| State of Oklahoma Salary | — | salary | — |