32trades · $3.9M est.
$16.1Mest. assets · Termination
Stock trades
| Asset | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| IVE iShares S&P 500 Value ETF | Buy | $1K – $15K | — | Sep 30, 2020 | filing ↗ |
| IVV iShares Core S&P 500 ETF | Buy | $1K – $15K | — | Sep 30, 2020 | filing ↗ |
| IVV iShares Core S&P 500 ETF | Buy | $1K – $15K | — | Sep 29, 2020 | filing ↗ |
| IVV iShares Core S&P 500 ETF | Buy | $1K – $15K | — | Sep 28, 2020 | filing ↗ |
| IVV iShares Core S&P 500 ETF | Sell | $250K – $500K | — | Sep 18, 2020 | filing ↗ |
| CHET Moderate Managed Allocation 18 & Over | Sell | $1K – $15K | — | Sep 1, 2020 | filing ↗ |
| CHET Moderate Managed Allocation 18 & Over | Sell | $1K – $15K | — | Sep 1, 2020 | filing ↗ |
| SHY iShares 1-3 Year Treasury Bond ETF | Buy | $100K – $250K | — | Jul 2, 2020 | filing ↗ |
| SCHF Schwab International Equity ETF | Buy | $1K – $15K | — | Jun 30, 2020 | filing ↗ |
| CHET Moderate Managed Allocation 17 | Buy | $100K – $250K | — | Jun 22, 2020 | filing ↗ |
| CHET Moderate Managed Allocation 16 | Sell | $100K – $250K | — | Jun 22, 2020 | filing ↗ |
| IEFA iShares Core MSCI EAFE ETF | Buy | $1K – $15K | — | Jun 22, 2020 | filing ↗ |
| IVV iShares Core S&P 500 ETF | Buy | $1K – $15K | — | Jun 19, 2020 | filing ↗ |
| IJH iShares Core S&P Mid-Cap ETF | Buy | $50K – $100K | — | May 27, 2020 | filing ↗ |
| IVE iShares S&P 500 Value ETF | Buy | $100K – $250K | — | May 27, 2020 | filing ↗ |
| IVW iShares S&P 500 Growth ETF | Buy | $100K – $250K | — | May 27, 2020 | filing ↗ |
| IVV iShares Core S&P 500 ETF | Buy | $100K – $250K | — | May 27, 2020 | filing ↗ |
| IEMG iShares Core MSCI Emerging Markets ETF | Buy | $50K – $100K | — | May 27, 2020 | filing ↗ |
| IEFA iShares Core MSCI EAFE ETF | Buy | $100K – $250K | — | May 27, 2020 | filing ↗ |
| SCHE Schwab Emerging Markets Equity ETF | Buy | $50K – $100K | — | May 27, 2020 | filing ↗ |
| SCHF Schwab International Equity ETF | Buy | $500K – $1M | — | May 27, 2020 | filing ↗ |
| HEFA iShares Currency Hedged MSCI EAFE ETF | Sell | $50K – $100K | — | May 27, 2020 | filing ↗ |
| IEFA iShares Core MSCI EAFE ETF | Sell | $500K – $1M | — | May 27, 2020 | filing ↗ |
| IVV iShares Core S&P 500 ETF | Buy | $50K – $100K | — | May 27, 2020 | filing ↗ |
| CHET Moderate Managed Allocation 18 & Over | Sell | $1K – $15K | — | Mar 9, 2020 | filing ↗ |
| CHET Moderate Managed Allocation 18 & Over | Sell | $15K – $50K | — | Mar 9, 2020 | filing ↗ |
| GA Muni Electric Auth Bds (CUSIP: 626207K86) | Buy | $100K – $250K | — | Feb 24, 2020 | filing ↗ |
| Pennsylvania St. Turnpike Rev Bd (CUSIP: 7092235Q0) | Buy | $50K – $100K | — | Feb 5, 2020 | filing ↗ |
| Vanguard Total Stock Market Index Fund Institutional Shares | Buy | $1K – $15K | — | Jan 7, 2020 | filing ↗ |
| HEEM iShares Currency Hedged MSCI Emerging Markets ETF | Buy | $1K – $15K | — | Jan 2, 2020 | filing ↗ |
| RSP Invesco S&P 500 Equal Weight ETF | Buy | $1K – $15K | — | Jan 2, 2020 | filing ↗ |
| IVV iShares Core S&P 500 ETF | Buy | $1K – $15K | — | Jan 2, 2020 | filing ↗ |
Asset holdings
Termination · filed —All positions
115 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| IRA Roth | Self | — | — |
| iShares Core S&P 500 ETF IVV | Self | $15K – $50K | — |
| iShares Core S&P Mid-Cap ETF IJH | Self | $1K – $15K | — |
| Columbia Acorn Fund ACRNX | Self | $15K – $50K | — |
| Dodge & Cox International Stock Fund DODFX | Self | $50K – $100K | — |
| Cash Account | Self | $15K – $50K | — |
| Invesco S&P 500 Equal Weight ETF RSP | Self | $250K – $500K | — |
| iShares Edge MSCI Minimum Volatility USA ETF USMV | Self | $250K – $500K | — |
| IRA Rollover | Self | — | — |
| iShares Core S&P Mid-Cap ETF IJH | Self | $100K – $250K | — |
| Cash Account | Self | $1K – $15K | — |
| Invesco S&P 500 Equal Weight ETF RSP | Self | $250K – $500K | — |
| iShares Currency Hedged MSCI Emerging Markets ETF HEEM | Self | $100K – $250K | — |
| PIMCO Income Fund PIMIX | Self | $15K – $50K | — |
| BlackRock Strategic Income Opportunities Fund BSIIX | Self | $15K – $50K | — |
| Eli Lilly and Company Defined Benefit Plan (Nonqualified) | Self | $500K – $1M | — |
| Eli Lilly and Company Defined Benefit Plan (Qualified) (value not readily ascertainable): eligible for benefits at ages 55 and 65; estimated benefit for age 55 with 75% annuity for spouse is $64,577/year | Self | — | — |
| Inherited IRA | Self | — | — |
| Cash account | Self | $1K – $15K | — |
| SPDR S&P 500 ETF Trust SPY | Self | $500K – $1M | — |
| Vanguard Developed Markets Index Fund ETF VEA | Self | $15K – $50K | — |
| Vanguard Emerging Markets Stock Index Fund ETF VWO | Self | $50K – $100K | — |
| iShares 1-3 Year Treasury Bond ETF SHY | Self | $250K – $500K | — |
| IRA Roth | Spouse | — | — |
| iShares Core S&P 500 ETF IVV | Spouse | $50K – $100K | — |
| iShares Core S&P Mid-Cap ETF IJH | Spouse | $1K – $15K | — |
| Cash Account | Spouse | $1K – $15K | — |
| Invesco S&P 500 Equal Weight ETF RSP | Spouse | $100K – $250K | — |
| Brokerage Account #1 | — | — | — |
| Schwab Municipal Money Fund SWTXX | — | $100K – $250K | — |
| iShares Core S&P 500 ETF IVV | — | $250K – $500K | $15K – $50K |
| iShares Core S&P Mid-Cap ETF IJH | — | $100K – $250K | $2.5K – $5K |
| iShares Core S&P Small-Cap ETF IJR | — | $250K – $500K | $2.5K – $5K |
| iShares S&P 500 Value ETF IVE | — | $500K – $1M | $15K – $50K |
| iShares Core MSCI Pacific ETF IPAC | — | $100K – $250K | $1K – $2.5K |
| Vanguard FTSE Emerging Markets ETF VWO | — | $250K – $500K | $5K – $15K |
| Loomis Sayles Bond Fund LSBRX | — | $1K – $15K | — |
| iShares S&P 500 Growth ETF IVW | — | $500K – $1M | $5K – $15K |
| Cash Account | — | $100K – $250K | — |
| Schwab Emerging Markets Equity ETF SCHE | — | $100K – $250K | $1K – $2.5K |
| Schwab International Equity ETF SCHF | — | $500K – $1M | $15K – $50K |
| CHET 529 Plan #1 (FBO DC #1) | — | — | Cash Distribution · $38.8K |
| Moderate Managed Allocation 18 & Over | — | $100K – $250K | — |
| CHET 529 Plan #2 (FBO DC #2) | — | — | — |
| Moderate Managed Allocation 17 | — | $100K – $250K | — |
| IN College Choice 529 Plan #2 (FBO DC #2) | — | — | — |
| 2021 Enrollment Portfolio | — | $250K – $500K | — |
| Brokerage Account #2 | — | — | — |
| Bloomington IN Redev Dist Tax (CUSIP: 094717BH7) | — | $15K – $50K | Interest · $1K – $2.5K |
| Delaware Muni Elec Corp Elec Rev Bds (CUSIP: 246154BU1) | — | $50K – $100K | Interest · $2.5K – $5K |
| Evansville IN Loc Pub Impt Bd (CUSIP: 299348BV3) | — | $50K – $100K | Interest · $1K – $2.5K |
| Gulf Shores AL Pub Edu Bldg Auth (CUSIP: 40252NAW0) | — | $100K – $250K | Interest · $2.5K – $5K |
| Illinois St Toll Hwy Auth Toll (CUSIP: 452252JV2) | — | $50K – $100K | Interest · $1K – $2.5K |
| Illinois St Toll Hwy Auth Toll (CUSIP: 452252KS7) | — | $50K – $100K | Interest · $2.5K – $5K |
| Indiana St Fin Auth Wastewater (CUSIP: 45505MAT3) | — | $50K – $100K | Interest · $2.5K – $5K |
| Indiana St Fin Auth Wastewater (CUSIP: 45505MBJ4) | — | $50K – $100K | Interest · $1K – $2.5K |
| Indiana St Fin Auth Wastewater (CUSIP: 45505MFD3) | — | $50K – $100K | Interest · $2.5K – $5K |
| Indianapolis IN Loc Pub Impt Bd (CUSIP: 45528UAT8) | — | $50K – $100K | Interest · $2.5K – $5K |
| Indianapolis IN Loc Pub Impt Bd (CUSIP: 45528UAV3) | — | $50K – $100K | Interest · $2.5K – $5K |
| Indianapolis IN Loc Pub Impt Bd (CUSIP: 45528UFU0) | — | $50K – $100K | Interest · $2.5K – $5K |
| Jackson Cnty MS Util Auth Water (CUSIP: 467319AV1) | — | $100K – $250K | Interest · $5K – $15K |
| Lake Central IN Multi-Dist Sch Bldg Corp (CUSIP: 507686PP2) | — | $50K – $100K | Interest · $2.5K – $5K |
| Laredo TX Waterworks & Sewer Sys Rev Bds (CUSIP: 517039FZ1) | — | $50K – $100K | Interest · $1K – $2.5K |
| Las Vegas Valley NV Water Dist (CUSIP: 5178405T7) | — | $100K – $250K | Interest · $2.5K – $5K |
| Lee Cnty FL Tourist Dev Tax Rev Bds (CUSIP: 523520CK8) | — | $50K – $100K | Interest · $1K – $2.5K |
| Lower CO Riv Auth Tex Rev Bds (CUSIP: 54811GLU2) | — | $50K – $100K | Interest · $2.5K – $5K |
| Lower CO Riv Auth Tex Transmission (CUSIP: 54811BPX3) | — | $100K – $250K | Interest · $2.5K – $5K |
| Metropolitan Govt Nashville & Davidson Cnty TN Pub Impt Rev Bds (CUSIP: 592090FH2) | — | $50K – $100K | Interest · $2.5K – $5K |
| Miami-Dade Cnty FL Water & Sewer Sys (CUSIP: 59334DGU2) | — | $50K – $100K | Interest · $1K – $2.5K |
| Mt Vernon IN Sch Bldg Corp (CUSIP: 623495BP2) | — | $50K – $100K | Interest · $2.5K – $5K |
| Olmsted Falls OH City Sch Dist (CUSIP: 681233DU3) | — | $100K – $250K | Interest · $5K – $15K |
| Orlando-Orange Cnty FL Expwy Auth (CUSIP: 686543UB3) | — | $50K – $100K | Interest · $1K – $2.5K |
| Pennsylvania St Tpk Commn Tpk Rev Bds (CUSIP: 709224HN2) | — | $50K – $100K | Interest · $1K – $2.5K |
| Regional Transp Dist CO Ctfs of Participation (CUSIP: 75913THV9) | — | $100K – $250K | Interest · $5K – $15K |
| Riverside OH Loc Sch Dist (CUSIP: 769229BJ3) | — | $100K – $250K | Interest · $5K – $15K |
| Rock Hill SC Util Sys Rev Bds (CUSIP: 772249QC5) | — | $100K – $250K | Interest · $2.5K – $5K |
| Sandusky OH City Sch Dist (CUSIP: 800205EP7) | — | $100K – $250K | Interest · $5K – $15K |
| South Carolina St Pub Svcs Auth (CUSIP: 837151HW2) | — | $100K – $250K | Interest · $5K – $15K |
| South Montgomery IN Sch Bldg Corp (CUSIP: 84455RCC6) | — | $50K – $100K | Interest · $1K – $2.5K |
| Washington St Higher Edu Facilities Auth (CUSIP: 939781Q60) | — | $50K – $100K | Interest · $1K – $2.5K |
| Winton Woods City Sch Dist OH (CUSIP: 97650ECE6) | — | $100K – $250K | Interest · $5K – $15K |
| Wppi Energy WI Pwr Supply Sys Rev Bds (CUSIP: 92937NAQ7) | — | $50K – $100K | Interest · $2.5K – $5K |
| U.S. brokerage account (Cash) | — | $100K – $250K | — |
| Atlanta GA Water & Wastewater Rev Ref Bds (CUSIP: 047870NE6) | — | $100K – $250K | Interest · $2.5K – $5K |
| El Paso TX Comb Tax Rev Ctfs of Oblig (CUSIP: 283734F71) | — | $50K – $100K | Interest · $2.5K – $5K |
| Indiana Muni Power Agy Power Supply Sys Rev Bds (CUSIP: 454898TX5) | — | $100K – $250K | Interest · $5K – $15K |
| Indiana Fin Auth Edu Facilities Rev Bds (CUSIP: 45506DJ71) | — | $100K – $250K | Interest · $2.5K – $5K |
| Indiana Fin Auth Edu Facilities Rev Bds (CUSIP: 45506DT62) | — | $50K – $100K | Interest · $1K – $2.5K |
| Morgan Stanley Tax-Free Daily Income Trust DFRXX | — | $100K – $250K | $201 – $1K |
| Navasota TX Sch Dist Bldg Bds (CUSIP: 639319NF5) | — | $100K – $250K | Interest · $2.5K – $5K |
| New Braunfels TX Utility Sys Rev Bds (CUSIP: 642577UU2) | — | $100K – $250K | Interest · $2.5K – $5K |
| Upper St Clair Township PA Sch Dist (CUSIP: 916507RA6) | — | $100K – $250K | Interest · $5K – $15K |
| Utah St Transit Auth (CUSIP: 917567CP2) | — | $50K – $100K | Interest · $2.5K – $5K |
| Utah St Transit Auth (CUSIP: 917567CN7) | — | $50K – $100K | Interest · $2.5K – $5K |
| Pennsylvania St. Turnpike Rev Bd (CUSIP: 7092235Q0) | — | $50K – $100K | Interest · $2.5K – $5K |
| GA Muni Electric Auth Bds (CUSIP: 626207K86) | — | $50K – $100K | Interest · $1K – $2.5K |
| Health Savings Account | — | — | — |
| U.S. bank account (Cash Account) | — | $1K – $15K | — |
| PIMCO Investment Grade Corporate Bond ETF | — | $15K – $50K | — |
| Vanguard Total Stock Market Index Fund Instl | — | $50K – $100K | — |
| Irrevocable Life Insurance Trust | — | — | Cash Payment · $844.8K |
| Northwestern Mutual Estate Complife #2 (whole life and term hybrid product) | — | Under $1K | Dividends · $5K – $15K |
| SD College Choice Savings (FBO DC #1) | — | — | — |
| Age-Based 9 (Ages 17 and Over) Class A | — | $15K – $50K | — |
| U.S. bank account #3 - Premier Now Account (Cash Account) | — | $15K – $50K | — |
| Irrevocable Trust | — | — | — |
| Residential Property, Salisbury, Maryland | — | $100K – $250K | — |
| Undeveloped Land, Salisbury, Maryland | — | $15K – $50K | — |
| Brokerage Account #3 | — | — | — |
| iShares Core MSCI EAFE ETF IEFA | — | $100K – $250K | $2.5K – $5K |
| iShares Core MSCI Emerging Markets ETF IEMG | — | $100K – $250K | $1K – $2.5K |
| iShares Core S&P 500 ETF IVV | — | $250K – $500K | $2.5K – $5K |
| iShares S&P 500 Growth ETF IVW | — | $100K – $250K | $1K – $2.5K |
| iShares S&P 500 Value ETF IVE | — | $100K – $250K | $2.5K – $5K |
| iShares Core S&P Mid-Cap ETF IJH | — | $100K – $250K | $1K – $2.5K |
Values and income are the ranges the filer discloses, normalized to one form. Hover a value for the string as filed. Rows marked *** carry that marker in the filing itself, with no legend: each one is a foreign-domiciled issuer or a Reg S note.