Stephen E Biegun
Income Fund × 2 Blackrock International All Cap × 1 Blackrock Lifepath 2030 × 1 view in graph
4trades · $2.3M est.
$8.1Mest. assets · Termination
Stock trades
Asset holdings
Termination · filed —All positions
31 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| IRA Roth | Self | — | — |
| Dfa US Small Cap Portfolio Instl CL | Self | $100K – $250K | — |
| IRA SEP | Self | — | — |
| Dfa International Core Equity DFIEX | Self | $15K – $50K | — |
| Ford Motor Company SSIP (401k Plan) | Self | — | — |
| Blackrock Bond Index Fund BMOIX | Self | $50K – $100K | — |
| T. Rowe Price International Small Cap Equity Trust PIEQX | Self | $100K – $250K | — |
| Ford Motor Co Imputed Benefits (Vehicles) | Self | $15K – $50K | — |
| Ford Motor Co Performance-Based Restricted Stock Units | Self | $250K – $500K | $292K |
| Ford Motor Co Deferred Compensation SERP | Self | — | — |
| Blackrock Bond Index Fund BMOIX | Self | $100K – $250K | — |
| Ford Motor Co deferred compensation | Self | — | Cash payment · $366.2K |
| Interest Income Fund | Self | $500K – $1M | — |
| Georgetown Univ. Defined Benefit Plan (value not readily ascertainable) | Spouse | — | — |
| Joint Account | — | — | — |
| Fidelity Government Cash Reserves FGOVX | — | $250K – $500K | $1K – $2.5K |
| Fidelity 500 Index Fund FXAIX | — | $500K – $1M | $5K – $15K |
| Dfa International Core Equity DFIEX | — | $100K – $250K | $2.5K – $5K |
| Dfa Municipal Bond Portfolio Fund Instl DFMPX | — | $1M – $5M | $15K – $50K |
| Dfa Tax MNGD U.S. MKT Wide Val Port II DFMVX | — | $250K – $500K | $5K – $15K |
| Dfa T A US Core Equity 2 Portfolio DFTCX | — | $250K – $500K | $5K – $15K |
| Dfa Tax Managed US Small Cap Port DFTSX | — | $100K – $250K | $5K – $15K |
| Virginia Invest 529 Plan #1 | — | — | — |
| Stable Value Portfolio | — | $1K – $15K | — |
| Virginia Invest 529 Plan #2 | — | — | Cash distribution · $25K |
| 2018 Portfolio | — | $15K – $50K | — |
| Virginia Invest 529 Plan #3 | — | — | Cash distribution · $30K |
| 2021 Portfolio | — | $50K – $100K | — |
| Virginia Invest 529 Plan #4 | — | — | — |
| 2024 Portfolio | — | $100K – $250K | — |
| US Credit Union (cash) | — | $500K – $1M | Interest · $5K – $15K |
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.