21trades · $1.4M est.
$3.1Mest. assets · Termination
Stock trades
| Asset | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| DFWIX DFA World ex U.S. Core Equity Port Institutional Class N/L | Buy | $15K – $50K | — | Dec 31, 2020 | filing ↗ |
| DFEOX DFA U.S. Core Equity 1 Port Institutional class N/L | Buy | $50K – $100K | — | Dec 31, 2020 | filing ↗ |
| VWEAX Vanguard High-Yield Corporate Fund Admiral Shares | Sell | $15K – $50K | — | Dec 24, 2020 | filing ↗ |
| DUSLX DFA U.S. Large Cap Growth Port Institutional Class N/L | Sell | $15K – $50K | — | Dec 24, 2020 | filing ↗ |
| DFLVX DFA U.S. Large Cap Value Port Institutional Class N/L | Sell | $15K – $50K | — | Dec 24, 2020 | filing ↗ |
| DFSTX DFA U.S. Small Cap Portfolio Institutional Class N/L | Sell | $15K – $50K | — | Nov 9, 2020 | filing ↗ |
| VWALX Vanguard High-Yield Tax-Exempt Fund Admiral Shares | Sell | $50K – $100K | — | Nov 9, 2020 | filing ↗ |
| DUSLX DFA U.S. Large Cap Growth Port Institutional Class N/L | Sell | $15K – $50K | — | Nov 9, 2020 | filing ↗ |
| DFLVX DFA Tax Managed U.S. Targeted Value Portfolio Inst Class N/L | Sell | $15K – $50K | — | Nov 9, 2020 | filing ↗ |
| DFLVX DFA U.S. Large Cap Value Port Institutional Class N/L | Buy | $50K – $100K | — | Nov 9, 2020 | filing ↗ |
| DFWIX DFA World EX U.S. Core Equity Port Institutional Class N/L | Sell | $15K – $50K | — | Nov 9, 2020 | filing ↗ |
| VWIUX Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares | Sell | $100K – $250K | — | Nov 9, 2020 | filing ↗ |
| DTMVX Tax-Managed US Targeted Value Portfolio Institutional Class Shares | Exchange | $50K – $100K | — | Mar 20, 2020 | filing ↗ |
| DFSVX US Small Cap Value Portfolio Institutional Class Shares | Exchange | $50K – $100K | — | Mar 20, 2020 | filing ↗ |
| DFSTX US Small Cap Portfolio Institutional Class Shares | Exchange | $15K – $50K | — | Mar 20, 2020 | filing ↗ |
| DSCGX US Small Cap Growth Portfolio Institutional Class Shares | Exchange | $15K – $50K | — | Mar 20, 2020 | filing ↗ |
| DFLVX US Large Cap Value Portfolio Institutional Class Shares | Exchange | $100K – $250K | — | Mar 20, 2020 | filing ↗ |
| DTMMX Tax-Managed US Marketwide Value Portfolio Institutional Class Shares | Exchange | $100K – $250K | — | Mar 20, 2020 | filing ↗ |
| DFWIX World ex US Core Equity Portfolio Institutional Class Shares | Exchange | $50K – $100K | — | Mar 20, 2020 | filing ↗ |
| DFTWX TA World ex US Core Equity Portfolio Institutional Class Shares | Exchange | $50K – $100K | — | Mar 20, 2020 | filing ↗ |
| VTSAX Vanguard Total Stock Market Index Fund Admiral Class Shares | Buy | $15K – $50K | — | Mar 17, 2020 | filing ↗ |
Asset holdings
Termination · filed —All positions
33 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| Brownstein Hyatt Farber and Schreck, LLP Defined Contribution Retirement Plan | Self | — | — |
| Metropolitan West Total Return Bond Fund Class I MWTIX | Self | $50K – $100K | — |
| Pimco High Yield Fund Institutional Class PHIYX | Self | $50K – $100K | — |
| Vanguard Institutional Index Fund Institutional Shares VINIX | Self | $250K – $500K | — |
| Vanguard Small-Cap Index Admiral Shares VSMAX | Self | $100K – $250K | — |
| Vanguard Total International Stock Index Fund Admiral Shares VGTSX | Self | $100K – $250K | — |
| IRA #1 | Self | — | — |
| DFA Emerging Markets Small Cap Port Institutional Class N/L DEMSX | Self | $1K – $15K | — |
| DFA Emerging Markets Value Port Institutional Class N/L DFEVX | Self | $15K – $50K | $201 – $1K |
| DFA U.S. Large Cap Value Port Institutional Class N/L DFLVX | Self | $100K – $250K | $1K – $2.5K |
| DFA U.S. Small Cap Value Port Institutional Class N/L DFSVX | Self | $15K – $50K | $201 – $1K |
| DFA International Small Cap Growth Fund Inst Class N/L DISMX | Self | $1K – $15K | — |
| DFA International Small Cap Value Portfolio Inst CLS N/L DISVX | Self | $1K – $15K | $201 – $1K |
| DFA International Value Portfolio Institutional Class Shares DFIVX | Self | $15K – $50K | $201 – $1K |
| International Large Cap Growth Portfolio Institutional Class Shares DILRX | Self | $15K – $50K | $201 – $1K |
| US Small Cap Growth Portfolio Institutional Class Shares DSCGX | Self | $100K – $250K | $2.5K – $5K |
| IRA #3 | Self | — | — |
| DFA U.S. Core Equity 1 Port Institutional Class N/L DFEOX | Self | $50K – $100K | — |
| DFA World EX U.S. Core Equity Port Institutional Class N/L DFWIX | Self | $15K – $50K | — |
| DFA Tax-Managed U.S. Targeted Value Portfolio Inst Class N/L DTMVX | — | $50K – $100K | $1K – $2.5K |
| DFA U.S. Large Cap Growth Port Institutional Class N/L DUSLX | — | $50K – $100K | $1K – $2.5K |
| Vanguard High Yield Tax Exempt Fund Admiral Shares N/L VWALX | — | $100K – $250K | $2.5K – $5K |
| U.S. bank account #1 (cash) | — | $100K – $250K | Interest · $201 – $1K |
| U.S. brokerage account #1 (cash) | — | $15K – $50K | — |
| Satya Mineral Trading USA LLC (gold mining, exploration, and development outside the United States) | — | $1K – $15K | — |
| US bank account #2 (cash) | — | $15K – $50K | — |
| U.S. brokerage account #2 (cash) | — | Under $1K | — |
| Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares N/L VWIUX | — | $250K – $500K | $5K – $15K |
| DFA U.S. Large Cap Value Port Institutional Class N/L DFLVX | — | $100K – $250K | $2.5K – $5K |
| DFA U.S. Small Cap Portfolio Institutional Class DFSTX | — | $50K – $100K | $1K – $2.5K |
| DFA World EX U.S. Core Equity Port Institutional Class N/L DFWIX | — | $100K – $250K | $1K – $2.5K |
| Note payable - personal loan to family member | — | $100K – $250K | — |
| Vanguard Total Stock Market Index Fund Admiral Shares VSTAX | — | $15K – $50K | — |
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.