72trades · $649.5K est.
$5.4Mest. assets · Termination
Stock trades
| Asset | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| Dodge & Cox Income Fund DODIX | Sell | $1K – $15K | — | Oct 9, 2020 | filing ↗ |
| Bridge Builder Small/Mid Cap Growth Fund BBGSX | Sell | $1K – $15K | — | Sep 3, 2020 | filing ↗ |
| PRIUX T Rowe Price International Stock Fund Class I Shares | Sell | $1K – $15K | — | Sep 3, 2020 | filing ↗ |
| PHYQX PGIM High Yield Fund Class R6 Shares | Sell | $1K – $15K | — | Sep 3, 2020 | filing ↗ |
| BBIEX Bridge Builder International Equity Fund | Sell | $1K – $15K | — | Sep 3, 2020 | filing ↗ |
| MINJX MFS International Intrinsic Value Fund Class R6 Shares | Sell | $1K – $15K | — | Sep 3, 2020 | filing ↗ |
| Dodge & Cox Income Fund DODIX | Buy | $1K – $15K | — | Sep 3, 2020 | filing ↗ |
| BBTBX Bridge Builder Core Bond Fund | Buy | $1K – $15K | — | Sep 3, 2020 | filing ↗ |
| BBCPX Bridge Builder Core Plus Bond Fund | Buy | $1K – $15K | — | Sep 3, 2020 | filing ↗ |
| OGVXX JPMorgan US Government Money Market Fund Capital Shares | Buy | $1K – $15K | — | Sep 3, 2020 | filing ↗ |
| RPFIX Royce Premier Fund Institutional Class Shares | Sell | $1K – $15K | — | Sep 3, 2020 | filing ↗ |
| Dodge & Cox Stock Fund DODGX | Sell | $1K – $15K | — | Sep 3, 2020 | filing ↗ |
| American Funds Euro Pacific Growth Fund FEUPX | Sell | $1K – $15K | — | Sep 3, 2020 | filing ↗ |
| Bridge Builder Small/Mid Cap Value Fund BBVSX | Sell | $1K – $15K | — | Sep 3, 2020 | filing ↗ |
| BBVLX Bridge Builder Large Cap Value Fund | Sell | $1K – $15K | — | Sep 3, 2020 | filing ↗ |
| T. Rowe Price International Discovery Fund TIDDX | Buy | $1K – $15K | — | Sep 3, 2020 | filing ↗ |
| DFIVX DFA International Value Portfolio Institutional Class Shares | Sell | $1K – $15K | — | Sep 3, 2020 | filing ↗ |
| JVMRX John Hancock Funds III Disciplined Value Mid Cap Fund Class R6 Shares | Sell | $1K – $15K | — | Sep 3, 2020 | filing ↗ |
| PRIUX T Rowe Price International Stock Fund Class I Shares | Buy | $1K – $15K | — | Jun 3, 2020 | filing ↗ |
| PHYQX PGIM High Yield Fund Class R6 Shares | Buy | $1K – $15K | — | Jun 3, 2020 | filing ↗ |
| BBIEX Bridge Builder International Equity Fund | Buy | $1K – $15K | — | Jun 3, 2020 | filing ↗ |
| MINJX MFS International Intrinsic Value Fund Class R6 Shares | Sell | $1K – $15K | — | Jun 3, 2020 | filing ↗ |
| American Funds Capital World Bond Fund WFBFX | Sell | $1K – $15K | — | Jun 3, 2020 | filing ↗ |
| BBGLX Bridge Builder Large Cap Growth Fund | Buy | $15K – $50K | — | Jun 3, 2020 | filing ↗ |
| Dodge & Cox Stock Fund DODGX | Sell | $1K – $15K | — | Jun 3, 2020 | filing ↗ |
| DFIVX DFA International Value Portfolio Institutional Class Shares | Sell | $1K – $15K | — | Jun 3, 2020 | filing ↗ |
| John Hancock Funds Disciplined Value Mid Cap Fund JVMRX | Sell | $1K – $15K | — | Jun 3, 2020 | filing ↗ |
| BBVLX Bridge Builder Large Cap Value Fund | Buy | $15K – $50K | — | May 28, 2020 | filing ↗ |
| PRIUX T Rowe Price International Stock Fund Class I Shares | Buy | $1K – $15K | — | May 28, 2020 | filing ↗ |
| PGIM High Yield Fund PHYQX | Buy | $1K – $15K | — | May 28, 2020 | filing ↗ |
| BBGLX Bridge Builder Large Cap Growth Fund | Buy | $1K – $15K | — | May 28, 2020 | filing ↗ |
| BBTBX Bridge Builder Core Bond Fund | Sell | $1K – $15K | — | May 28, 2020 | filing ↗ |
| TIDDX T Rowe Price International Discovery Fund Class I Shares | Sell | $1K – $15K | — | May 28, 2020 | filing ↗ |
| Artisan International Value Fund Institutional Class APHKX | Sell | $1K – $15K | — | May 28, 2020 | filing ↗ |
| Invesco Comstock Fund ICSFX | Sell | $15K – $50K | — | May 28, 2020 | filing ↗ |
| DEVIX Delaware Small Cap Value Fund Institutional Class Shares | Sell | $1K – $15K | — | May 28, 2020 | filing ↗ |
| Hotchkis & Wiley Mid-Cap Value Fund HWMZX | Sell | $1K – $15K | — | Mar 27, 2020 | filing ↗ |
| PHIYX PIMCO High Yield Fund Institutional Class Shares | Sell | $1K – $15K | — | Mar 27, 2020 | filing ↗ |
| BBGLX Bridge Builder Large Cap Growth Fund | Sell | $1K – $15K | — | Mar 27, 2020 | filing ↗ |
| BBTBX Bridge Builder Core Bond Fund | Sell | $1K – $15K | — | Mar 27, 2020 | filing ↗ |
| BBCPX Bridge Builder Core Plus Bond Fund | Sell | $1K – $15K | — | Mar 27, 2020 | filing ↗ |
| BBIEX Bridge Builder International Equity Fund | Sell | $1K – $15K | — | Mar 27, 2020 | filing ↗ |
| FUNFX American Funds Fundamental Investors Class F3 Shares | Sell | $1K – $15K | — | Mar 27, 2020 | filing ↗ |
| TIDDX T Rowe Price International Discovery Fund Class I Shares | Sell | $1K – $15K | — | Mar 27, 2020 | filing ↗ |
| DEUIX Delaware US Growth Fund Institutional Class Shares | Sell | $1K – $15K | — | Mar 27, 2020 | filing ↗ |
| Bridge Builder Small/Mid Cap Growth Fund BBGSX | Buy | $1K – $15K | — | Mar 27, 2020 | filing ↗ |
| Dodge & Cox Stock Fund DODGX | Buy | $1K – $15K | — | Mar 27, 2020 | filing ↗ |
| Artisan International Value Fund Institutional Class APHKX | Buy | $1K – $15K | — | Mar 27, 2020 | filing ↗ |
| Bridge Builder Small/Mid Cap Growth Fund BBGSX | Buy | $1K – $15K | — | Mar 27, 2020 | filing ↗ |
| Bridge Builder Small/Mid Cap Value Fund BBVSX | Buy | $1K – $15K | — | Mar 27, 2020 | filing ↗ |
| MEIKX MFS Value Fund Class R6 Shares | Buy | $1K – $15K | — | Mar 27, 2020 | filing ↗ |
| American Funds International Growth and Income Fund IGAIX | Buy | $1K – $15K | — | Mar 27, 2020 | filing ↗ |
| Invesco Comstock Fund ICSFX | Buy | $1K – $15K | — | Mar 27, 2020 | filing ↗ |
| PRVIX T Rowe Price Small-Cap Value Fund, Inc Class I Shares | Buy | $1K – $15K | — | Mar 27, 2020 | filing ↗ |
| OGVXX JPMorgan US Government Money Market Fund Capital Shares | Buy | $1K – $15K | — | Mar 27, 2020 | filing ↗ |
| DEVIX Delaware Small Cap Value Fund Institutional Class Shares | Buy | $1K – $15K | — | Mar 27, 2020 | filing ↗ |
| MINJX MFS International Intrinsic Value Fund Class R6 Shares | Sell | $1K – $15K | — | Mar 25, 2020 | filing ↗ |
| Dodge & Cox Income Fund DODIX | Sell | $1K – $15K | — | Mar 25, 2020 | filing ↗ |
| American Funds Capital World Bond Fund WFBFX | Sell | $1K – $15K | — | Mar 25, 2020 | filing ↗ |
| BBTBX Bridge Builder Core Bond Fund | Sell | $1K – $15K | — | Mar 25, 2020 | filing ↗ |
| BBGLX Bridge Builder Large Cap Growth Fund | Sell | $1K – $15K | — | Mar 25, 2020 | filing ↗ |
| BBCPX Bridge Builder Core Plus Bond Fund | Sell | $1K – $15K | — | Mar 25, 2020 | filing ↗ |
| OGVXX JPMorgan US Government Money Market Fund Capital Shares | Buy | $1K – $15K | — | Mar 25, 2020 | filing ↗ |
| RPFIX Royce Premier Fund Institutional Class Shares | Buy | $1K – $15K | — | Mar 25, 2020 | filing ↗ |
| Dodge & Cox Stock Fund DODGX | Buy | $1K – $15K | — | Mar 25, 2020 | filing ↗ |
| American Funds Euro Pacific Growth Fund FEUPX | Buy | $1K – $15K | — | Mar 25, 2020 | filing ↗ |
| Bridge Builder Small/Mid Cap Value Fund BBVSX | Buy | $1K – $15K | — | Mar 25, 2020 | filing ↗ |
| BBVLX Bridge Builder Large Cap Value Fund | Buy | $1K – $15K | — | Mar 25, 2020 | filing ↗ |
| Victory Sycamore Small Company Opportunity Fund VSOIX | Buy | $1K – $15K | — | Mar 25, 2020 | filing ↗ |
| T. Rowe Price International Discovery Fund TIDDX | Buy | $1K – $15K | — | Mar 25, 2020 | filing ↗ |
| DFIVX DFA International Value Portfolio Institutional Class Shares | Buy | $1K – $15K | — | Mar 25, 2020 | filing ↗ |
| JVMRX John Hancock Funds III Disciplined Value Mid Cap Fund Class R6 Shares | Buy | $1K – $15K | — | Mar 25, 2020 | filing ↗ |
Asset holdings
Termination · filed —All positions
74 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| Texas Employees Retirement System Defined Benefit Plan | Self | $15K – $50K | — |
| Edward Jones IRA | Self | $250K – $500K | — |
| Bridge Builder Core Plus Bond | Self | $15K – $50K | — |
| Bridge Builder Large Growth | Self | $15K – $50K | — |
| Bridge Builder Large Value | Self | $50K – $100K | — |
| Bridge Builder SmallMid Growth | Self | $1K – $15K | — |
| Bridge Builder SmallMid Value | Self | $1K – $15K | — |
| Dimensional DFA International Value Fund | Self | $1K – $15K | — |
| Dodge & Cox Stock Fund | Self | $1K – $15K | — |
| John Hancock Disciplined Value Mid Cap Fund CL1 | Self | $1K – $15K | — |
| JP Morgan US Government Money Market Fund Capital CL | Self | $1K – $15K | — |
| MFS International Intrinsic Value Fund CL 1 | Self | $1K – $15K | — |
| Royce Premier Fund Institutional CL | Self | $1K – $15K | — |
| T Rowe Price International Discovery Fund CL 1 | Self | $1K – $15K | — |
| Victory Sycamore Small Company Opportunity Fund Class 1 | Self | $1K – $15K | — |
| American Capital World Bond | Self | $1K – $15K | — |
| American Europacific Growth Fund | Self | $15K – $50K | — |
| Dodge & Cox Income Fund | Self | $1K – $15K | — |
| PGIM High Yield | Self | $15K – $50K | — |
| Bridge Builder Core Bond Fund BBTBX | Self | $15K – $50K | — |
| T. Rowe Price International Stock Fund PRIUX | Self | $1K – $15K | — |
| Bridge Builder International Equity BBIEX | Self | $1K – $15K | — |
| Avanos Medical | Self | Under $1K | Dividends |
| Fidelity Roll-over IRA | Self | — | — |
| T. Rowe Price Retirement 2020 TRRBX | Self | $1K – $15K | — |
| T. Rowe Price Retirement 2025 | Self | $15K – $50K | — |
| Cisco Systems | Self | $1K – $15K | — |
| General Electric Co | Self | $1K – $15K | — |
| Hexcel Corp | Self | $1K – $15K | — |
| Johnson & Johnson | Self | $1K – $15K | — |
| Kimberly Clark Corp | Self | $1K – $15K | — |
| Oracle Corp | Self | $1K – $15K | — |
| Pfizer | Self | $1K – $15K | — |
| MFS Moderate Allocation Fund A | Self | $1K – $15K | $201 – $1K |
| Principal IRA | Self | — | — |
| Principal LifeTime 2020 PLFJX | Self | $250K – $500K | — |
| The Chertoff Group (investment plans) | Spouse | — | — |
| Diamond Holdings LLC, (business services) | Spouse | — | — |
| Delta Risk LLC, (cyber security) | Spouse | $1K – $15K | — |
| Chertoff Group 401(K) Plan | Spouse | — | — |
| JPMorgan Smart Retirement 2030A | Spouse | $50K – $100K | — |
| JPMorgan Smart Retirement 2040A | Spouse | $1K – $15K | — |
| JP Morgan Intrepid Value A | Spouse | $15K – $50K | — |
| Edward Jones IRA #2 | Spouse | — | — |
| American Fundamental Investors CLF3 | Spouse | $1K – $15K | — |
| American International Growth and Income CLF3 | Spouse | $15K – $50K | — |
| Artisan International Value Fund Advisor Class | Spouse | $15K – $50K | — |
| Bridge Builder Intl Equity | Spouse | $15K – $50K | — |
| Bridge Builder Large Growth | Spouse | $15K – $50K | — |
| Bridge Builder SmallMid Growth | Spouse | $1K – $15K | — |
| Bridge BuilderSmallMid Value | Spouse | $15K – $50K | — |
| Delaware Small Cap Value Fund CL 1 | Spouse | $1K – $15K | — |
| Delaware US Growth Fund CL 1 | Spouse | $1K – $15K | — |
| Dodge & Cox Stock Fund | Spouse | $15K – $50K | — |
| Hotchkis & Wiley Mid Cap Value Fund CL 1 | Spouse | $1K – $15K | — |
| Invesco Comstock Fund Class Y | Spouse | $15K – $50K | — |
| JPMorgan US Government Money Market Fund Capital CL | Spouse | $1K – $15K | — |
| MFS Value Fund CL 1 | Spouse | $15K – $50K | — |
| PIMCO Funds High Yield Fund Institutional Class | Spouse | $1K – $15K | — |
| PrimeCap Odyssey Stock Fund | Spouse | $1K – $15K | — |
| T Rowe Price Intenrational Discovery Fund CL 1 | Spouse | $1K – $15K | — |
| T Rowe Price Small Cap Value CL 1 | Spouse | $1K – $15K | — |
| Cyber Defense Labs | Spouse | — | Salary |
| Bridge Builder Core Bond Plus | Spouse | $15K – $50K | — |
| Virginia 529 College Savings Plan | — | — | — |
| Portfolio 2024 | — | $100K – $250K | — |
| Virginia 529 College Savings Plan | — | — | — |
| Portfolio 2030 | — | $100K – $250K | — |
| Single Family Rental Property, Austin TX | — | $250K – $500K | Rent or Royalties · $15K – $50K |
| U.S. bank account #1 (cash) | — | $1K – $15K | — |
| U.S. bank account #2 (cash) | — | $50K – $100K | Interest · $201 – $1K |
| U.S. bank account #3 (cash) | — | $100K – $250K | $201 – $1K |
| Investment Firm Cash Account | — | $1M – $5M | $2.5K – $5K |
| U.S. bank account #4 (cash) | — | $50K – $100K | — |
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.