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Est. Assets
$391K – $3.0M
Assets Disclosed
173
Est. Liabilities
None
Positions Held
3
| ISHARES MBS ETF (MBB) EIF | filer | $15,001 - $50,000 | — | MBB |
| DC 529 College Savings Plan (Age 6-10 Portfolio) EIF | filer | $15,001 - $50,000 | — | — |
| AQR MULTI STRATEGY ALTERNATIVE FD CL I (ASAIX) EIF | spouse | $15,001 - $50,000 | — | ASAIX |
| WISDOMTREE EUROPE HEDGED EQUITY FUND (HEDJ) EIF | filer | $15,001 - $50,000 | — | HEDJ |
| AQR MULTI STRATEGY ALTERNATIVE FD CL I (ASAIX) EIF | filer | $15,001 - $50,000 | — | ASAIX |
| DC 529 College Savings Plan (Age 6-10 Portfolio) EIF | filer | $15,001 - $50,000 | — | — |
| PIMCO INCOME FUND CL P (PONPX) EIF | filer | $15,001 - $50,000 | — | PONPX |
| ISHARES 3-7 YEAR TREASURY BOND ETF (IEI) EIF | filer | $1,001 - $15,000 | — | IEI |
| POWERSHARES EM SOVEREIGN BOND USD ETF (PCY) EIF | filer | $1,001 - $15,000 | — | PCY |
| POWERSHARES PREFERRED PORTFOLIO (PGX) EIF | filer | $1,001 - $15,000 | — | PGX |
| VANECK VECTORS J.P. MORGAN EM LOCAL CURR (EMLC) EIF | filer | $1,001 - $15,000 | — | EMLC |
| VANGUARD SHORT TERM BOND (BSV) EIF | filer | $1,001 - $15,000 | — | BSV |
| AFFILIATED MANAGERS GRP (AMG) | filer | $1,001 - $15,000 | — | AMG |
| ALPHABET INC SHS CL A (GOOGL) | filer | $1,001 - $15,000 | — | GOOGL |
| AMAZON COM INC COM | filer | $1,001 - $15,000 | — | — |
| APPLE INC (APPL) | filer | $1,001 - $15,000 | — | APPL |
| ASTRAZENECA PLC SPND ADR (AZN) | filer | $1,001 - $15,000 | — | AZN |
| AT&T INC (T) | filer | $1,001 - $15,000 | — | T |
| CARNIVAL CORP PAIRED SHS | filer | $1,001 - $15,000 | — | — |
| CARNIVAL CORP PAIRED SHS (CELG) | filer | $1,001 - $15,000 | — | CELG |
| CONTINENTAL RESOURCES INC (CLR) | filer | $1,001 - $15,000 | — | CLR |
| DIGITAL RLTY TR INC (DLR) | filer | $1,001 - $15,000 | — | DLR |
| FACEBOOK INC CLASS A COMMON STOCK (FB) | filer | $1,001 - $15,000 | — | FB |
| JPMORGAN CHASE & CO (JPM) | filer | $1,001 - $15,000 | — | JPM |
| METLIFE INC (MET) | filer | $1,001 - $15,000 | — | MET |
| OCCIDENTAL PETE CORP CAL (OXY) | filer | $1,001 - $15,000 | — | OXY |
| PIONEER NATURAL RES CO (PXD) | filer | $1,001 - $15,000 | — | PXD |
| ROYAL DUTCH SHEL PLC SPONS ADR B (RDSB) | filer | $1,001 - $15,000 | — | RDSB |
| THOMSON REUTERS CORP (TRI) | filer | $1,001 - $15,000 | — | TRI |
| TORONTO DOMINION BANK (TD) | filer | $1,001 - $15,000 | — | TD |
| DFA Emerging Markets Core Equity Portfolio (DFEOX) EIF | filer | $1,001 - $15,000 | — | DFEOX |
| DFA International Core Equity Portfolio (DFIEX) EIF | filer | $1,001 - $15,000 | — | DFIEX |
| DFA U.S. Core Equity 1 Portfolio EIF | filer | $1,001 - $15,000 | — | — |
| DFA U.S. Core Equity 2 Portfolio (DFQTX) EIF | filer | $1,001 - $15,000 | — | DFQTX |
| DFA Short Term Extended Quality Portfolio (DFEQX) EIF | filer | $1,001 - $15,000 | — | DFEQX |
| DFA 5 Year Global Fixed Income Portfolio (DFGBX) EIF | filer | $1,001 - $15,000 | — | DFGBX |
| DFA Investment Grade Portfolio (DFAPX) EIF | filer | $1,001 - $15,000 | — | DFAPX |
| State Street Institution U.S. Money Market Fund (GVMXX) EIF | filer | $1,001 - $15,000 | — | GVMXX |
| BANK OF AMERICA, NA RASP (IIAXX) | spouse | $1,001 - $15,000 | — | IIAXX |
| ISHARES IBOXX $ INVT GRADE CORP BD (LQD) EIF | spouse | $1,001 - $15,000 | — | LQD |
| ISHARES IBOXX$ HIGH YIEL CORPORATE BOND (HYG) EIF | spouse | $1,001 - $15,000 | — | HYG |
| ISHARES INC CORE MSCI EMERGING MKTS ETF (IEMG) EIF | spouse | $1,001 - $15,000 | — | IEMG |
| ISHARES MBS ETF (MBB) EIF | spouse | $1,001 - $15,000 | — | MBB |
| ISHARES MSCI CDA ETF (EWC) EIF | spouse | $1,001 - $15,000 | — | EWC |
| ISHARES MSCI JAPAN ETF SHS (EWJ) EIF | spouse | $1,001 - $15,000 | — | EWJ |
| ISHARES MSCI PACIFIC EX-JAPAN (EPP) EIF | spouse | $1,001 - $15,000 | — | EPP |
| ISHARES MSCI SWITZERLAND CAPPED (EWL) EIF | spouse | $1,001 - $15,000 | — | EWL |
| ISHARES MSCI U K ETF SHS (EWU) EIF | spouse | $1,001 - $15,000 | — | EWU |
| ISHARES TIPS BOND ETF (TIP) EIF | spouse | $1,001 - $15,000 | — | TIP |
| ISHARES 3-7 YEAR TREASURY BOND ETF (IEI) EIF | spouse | $1,001 - $15,000 | — | IEI |
| POWERSHARES EM SOVEREIGN BOND USD ETF (PCY) EIF | spouse | $1,001 - $15,000 | — | PCY |
| ZIMMER BIOMET HOLDI (ZBH) | spouse | $1,001 - $15,000 | — | ZBH |
| ISHARES IBOXX$ HIGH YIEL CORPORATE BOND (HYG) EIF | filer | $1,001 - $15,000 | — | HYG |
| SHARES IBOXX $ INVT GRADE CORP BD (LQD) EIF | filer | $1,001 - $15,000 | — | LQD |
| ISHARES MSCI CDA ETF (EWC) EIF | filer | $1,001 - $15,000 | — | EWC |
| ISHARES MSCI JAPAN ETF SHS (EWJ) EIF | filer | $1,001 - $15,000 | — | EWJ |
| ISHARES MSCI PACIFIC EX-JAPAN (EPP) EIF | filer | $1,001 - $15,000 | — | EPP |
| ISHARES MSCI SWEDEN CAPPED ETF (EWD) EIF | filer | $1,001 - $15,000 | — | EWD |
| ISHARES MSCI SWITZERLAND CAPPED (EWL) EIF | filer | $1,001 - $15,000 | — | EWL |
| ISHARES MSCI U K ETF SHS (EWU) EIF | filer | $1,001 - $15,000 | — | EWU |
| ISHARES TIPS BOND ETF (TIP) EIF | filer | $1,001 - $15,000 | — | TIP |
| THERMO FISHER SCIENTIFIC INC (TMO) | filer | $1,001 - $15,000 | — | TMO |
| THERMO FISHER SCIENTIFIC INC (TMO) | spouse | $1,001 - $15,000 | — | TMO |
| VENTAS INC REIT (VTR) | filer | $1,001 - $15,000 | — | VTR |
| VENTAS INC REIT (VTR) | spouse | $1,001 - $15,000 | — | VTR |
| VERIZON COMMUNICATNS COM (VZ) | filer | $1,001 - $15,000 | — | VZ |
| VERIZON COMMUNICATNS COM (VZ) | spouse | $1,001 - $15,000 | — | VZ |
| ZIMMER BIOMET HOLDI (ZBH) | filer | $1,001 - $15,000 | — | ZBH |
| VANECK VECTORS J.P. MORGAN EM LOCAL CURR (EMLC) EIF | spouse | $1,001 - $15,000 | — | EMLC |
| VANGUARD INTERMEDIATE TERM BOND ETF (BIV) EIF | spouse | $1,001 - $15,000 | — | BIV |
| VANGUARD SHORT TERM BOND (BSV) EIF | spouse | $1,001 - $15,000 | — | BSV |
| WISDOMTREE EUROPE HEDGED EQUITY FUND (HDVJ) EIF | spouse | $1,001 - $15,000 | — | HDVJ |
| PIMCO INCOME FUND CL P (PONPX) EIF | spouse | $1,001 - $15,000 | — | PONPX |
| ADOBE SYS DEL PV$ 0.001 (ADBV) | spouse | $1,001 - $15,000 | — | ADBV |
| AFFILIATED MANAGERS GRP (AMG) | spouse | $1,001 - $15,000 | — | AMG |
| ALPHABET INC SHS CL A (GOOGL) | spouse | $1,001 - $15,000 | — | GOOGL |
| ASTRAZENECA PLC SPND ADR (AZN) | spouse | $1,001 - $15,000 | — | AZN |
| AT&T INC (T) | spouse | $1,001 - $15,000 | — | T |
| CELGENE CORP COM (CELG) | spouse | $1,001 - $15,000 | — | CELG |
| CONTINENTAL RESOURCES INC (CLR) | spouse | $1,001 - $15,000 | — | CLR |
| DIGITAL RLTY TR INC (DLR) | spouse | $1,001 - $15,000 | — | DLR |
| FACEBOOK INC CLASS A COMMON STOCK (FB) | spouse | $1,001 - $15,000 | — | FB |
| JPMORGAN CHASE & CO (JPM) | spouse | $1,001 - $15,000 | — | JPM |
| METLIFE INC (MET) | spouse | $1,001 - $15,000 | — | MET |
| OCCIDENTAL PETE CORP CAL (OXY) | spouse | $1,001 - $15,000 | — | OXY |
| PIONEER NATURAL RES CO (PXD) | spouse | $1,001 - $15,000 | — | PXD |
| ROYAL DUTCH SHEL PLC SPONS ADR B (RDSB) | spouse | $1,001 - $15,000 | — | RDSB |
| THOMSON REUTERS CORP (TRI) | spouse | $1,001 - $15,000 | — | TRI |
| TORONTO DOMINION BANK (TD) | spouse | $1,001 - $15,000 | — | TD |
| APPLE INC (AAPL) | spouse | $1,001 - $15,000 | — | AAPL |
| AMERICAN TOWER REIT INC (HLDG CO) SHS (AMT) | filer | $1,001 - $15,000 | — | AMT |
| AMERICAN TOWER REIT INC (HLDG CO) SHS (AMT) | spouse | $1,001 - $15,000 | — | AMT |
| ANADARKO PETE CORP (APC) | filer | $1,001 - $15,000 | — | APC |
| AUTOZONE INC NEVADA COM (AZO) | filer | $1,001 - $15,000 | — | AZO |
| AUTOZONE INC NEVADA COM (AZO) | spouse | $1,001 - $15,000 | — | AZO |
| CARNIVAL CORP PAIRED SHS (CCL) | spouse | $1,001 - $15,000 | — | CCL |
| COSTCO WHOLESALE CRP DEL (COST) | filer | $1,001 - $15,000 | — | COST |
| COSTCO WHOLESALE CRP DEL (COST) | spouse | $1,001 - $15,000 | — | COST |
| DANAHER CORP DEL (DHR) | filer | $1,001 - $15,000 | — | DHR |
| DANAHER CORP DEL COM (DHR) | spouse | $1,001 - $15,000 | — | DHR |
| DOVER CORP (DOV) | filer | $1,001 - $15,000 | — | DOV |
| DOVER CORP (DOV) | spouse | $1,001 - $15,000 | — | DOV |
| INTL BUSINESS MACHINES CORP (IBM) | filer | $1,001 - $15,000 | — | IBM |
| INTL BUSINESS MACHINES CORP IBM (IBM) | spouse | $1,001 - $15,000 | — | IBM |
| KRAFT (THE) HEINZ CO SHS (KHC) | filer | $1,001 - $15,000 | — | KHC |
| KRAFT (THE) HEINZ CO SHS (KHC) | spouse | $1,001 - $15,000 | — | KHC |
| LYONDELLBASELL INDUSTRIE (LYB) | filer | $1,001 - $15,000 | — | LYB |
| LYONDELLBASELL INDUSTRIE (LYB) | spouse | $1,001 - $15,000 | — | LYB |
| MEDTRONIC PLC SHS (MDT) | filer | $1,001 - $15,000 | — | MDT |
| MEDTRONIC PLC SHS (MDT) | spouse | $1,001 - $15,000 | — | MDT |
| NVIDIA (NVDA) | filer | $1,001 - $15,000 | — | NVDA |
| NVIDIA (NVDA) | spouse | $1,001 - $15,000 | — | NVDA |
| PROCTER & GAMBLE CO (PG) | filer | $1,001 - $15,000 | — | PG |
| PROCTER & GAMBLE CO (PG) | spouse | $1,001 - $15,000 | — | PG |
| TJX COS INC NEW (TJX) | filer | $1,001 - $15,000 | Dividends | TJX |
| TJX COS INC NEW (TJX) | spouse | $1,001 - $15,000 | — | TJX |
| ZOETIS INC (ZTS) | filer | $1,001 - $15,000 | — | ZTS |
| ZOETIS INC (ZTS) | spouse | $1,001 - $15,000 | — | ZTS |
| ADOBE SYS DEL PV$ 0.001 (ADBE) | filer | $1,001 - $15,000 | — | ADBE |
| AMN ELEC POWER CO (AEP) | filer | $1,001 - $15,000 | — | AEP |
| AMN ELEC POWER CO (AEP) | spouse | $1,001 - $15,000 | — | AEP |
| AMAZON COM INC COM (AMZN) | spouse | $1,001 - $15,000 | — | AMZN |
| BROADCOM LTD (AVGO) | filer | $1,001 - $15,000 | — | AVGO |
| BROADCOM LTD (AVGO) | spouse | $1,001 - $15,000 | — | AVGO |
| CME GROUP INC (CME) | filer | $1,001 - $15,000 | — | CME |
| CME GROUP INC (CME) | spouse | $1,001 - $15,000 | — | CME |
| SALESFORCE COM INC (CRM) | filer | $1,001 - $15,000 | — | CRM |
| SALESFORCE COM INC (CRM) | spouse | $1,001 - $15,000 | — | CRM |
| DOMINION RES INC NEW VA (D) | filer | $1,001 - $15,000 | — | D |
| DOMINION RES INC NEW VA (D) | spouse | $1,001 - $15,000 | — | D |
| DISNEY (WALT) CO COM STK (DIS) | filer | $1,001 - $15,000 | — | DIS |
| DISNEY (WALT) CO COM STK (DIS) | spouse | $1,001 - $15,000 | — | DIS |
| FEDEX CORP DELAWARE COM (FDX) | filer | $1,001 - $15,000 | — | FDX |
| FEDEX CORP DELAWARE COM (FDX) | spouse | $1,001 - $15,000 | — | FDX |
| GENL DYNAMICS CORP COM (GD) | filer | $1,001 - $15,000 | — | GD |
| GENL DYNAMICS CORP COM (GD) | spouse | $1,001 - $15,000 | — | GD |
| GENERAL ELECTRIC (GE) | spouse | $1,001 - $15,000 | — | GE |
| HONEYWELL INTL INC DEL (HON) | filer | $1,001 - $15,000 | — | HON |
| HONEYWELL INTL INC DEL (HON) | spouse | $1,001 - $15,000 | — | HON |
| INTEL CORP (INTC) | filer | $1,001 - $15,000 | — | INTC |
| INTEL CORP (INTC) | spouse | $1,001 - $15,000 | — | INTC |
| KIMBERLY CLARK (KMB) | filer | $1,001 - $15,000 | — | KMB |
| KIMBERLY CLARK (KMB) | spouse | $1,001 - $15,000 | — | KMB |
| COCA COLA COM (KO) | filer | $1,001 - $15,000 | — | KO |
| COCA COLA COM (KO) | spouse | $1,001 - $15,000 | — | KO |
| LOCKHEED MARTIN CORP (LMT) | filer | $1,001 - $15,000 | — | LMT |
| LOCKHEED MARTIN CORP (LMT) | spouse | $1,001 - $15,000 | — | LMT |
| MCDONALDS CORP (MCD) | filer | $1,001 - $15,000 | — | MCD |
| MCDONALDS CORP COM (MCD) | spouse | $1,001 - $15,000 | — | MCD |
| MONDELEZ INTERNATIONAL INC (MDLZ) | filer | $1,001 - $15,000 | — | MDLZ |
| MONDELEZ INTERNATIONAL INC (MDLZ) | spouse | $1,001 - $15,000 | — | MDLZ |
| PACCAR INC (PCAR) | filer | $1,001 - $15,000 | — | PCAR |
| PACCAR INC (PCAR) | spouse | $1,001 - $15,000 | — | PCAR |
| PFIZER INC (PFE) | filer | $1,001 - $15,000 | — | PFE |
| PFIZER INC (PFE) | spouse | $1,001 - $15,000 | — | PFE |
| PHILIP MORRIS INTL INC (PM) | filer | $1,001 - $15,000 | — | PM |
| PHILIP MORRIS INTL INC (PM) | spouse | $1,001 - $15,000 | — | PM |
| PPL CORPORATION (PPL) | filer | $1,001 - $15,000 | — | PPL |
| PPL CORPORATION (PPL) | spouse | $1,001 - $15,000 | — | PPL |
| STARBUCKS CORP (SBUX) | filer | $1,001 - $15,000 | — | SBUX |
| STARBUCKS CORP (SBUX) | spouse | $1,001 - $15,000 | — | SBUX |
| SPECTRA ENERGY CORP (SE) | filer | $1,001 - $15,000 | — | SE |
| SPECTRA ENERGY CORP (SE) | spouse | $1,001 - $15,000 | — | SE |
| POWERSHARES PREFERRED PORTFOLIO (PGX) EIF | spouse | None (or less than $1,001) | — | PGX |
| GENERAL ELECTRIC (GE) | filer | None (or less than $1,001) | — | GE |
| Consumer Health Products Association | spouse | — | salary, bonus | — |
| Republican National Committee | filer | — | Salary/Bonus | — |
| Vogelhood Research (Policy Analytics) | filer | — | Salary | — |
| Growth Energy | spouse | — | salary, bonus | — |
| Holtzman Vogel Josefiak Torchinsky (law firm) | filer | — | Salary/Bonus | — |