David L Norquist
SPAXX × 2 529 - 2021 Portfolio × 2 FFNOX × 1 529 - 2024 Portfolio × 1 529 - 2027 Portfolio × 1 Veriphyr, Inc. × 1 view in graph
8trades · $271.5K est.
$1.4Mest. assets · Termination
Stock trades
| Asset | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| 529 - 2021 Portfolio | Sell | $1K – $15K | — | Dec 31, 2020 | filing ↗ |
| SPAXX Fidelity Govt Money Market | Sell | $15K – $50K | — | Sep 17, 2020 | filing ↗ |
| Veriphyr, Inc. | Buy | $1K – $15K | — | Sep 15, 2020 | filing ↗ |
| 529 - 2021 Portfolio | Sell | $1K – $15K | — | Aug 3, 2020 | filing ↗ |
| SPAXX Fidelity Govt Money Market | Buy | $50K – $100K | — | May 18, 2020 | filing ↗ |
| FFNOX Fidelity Four-in-One Index Fund | Sell | $50K – $100K | — | May 18, 2020 | filing ↗ |
| 529 - 2024 Portfolio | Sell | $15K – $50K | — | May 18, 2020 | filing ↗ |
| 529 - 2027 Portfolio | Sell | $15K – $50K | — | May 18, 2020 | filing ↗ |
Asset holdings
Termination · filed —All positions
30 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| Vanguard 500 Index Fund Roth IRA | Self | $15K – $50K | — |
| Fidelity Rollover IRA - Fidelity Asset Manager 70% FASGX | Self | $100K – $250K | — |
| Vanguard 500 Index Fund IRA | Spouse | $15K – $50K | — |
| Vanguard 500 Index Fund Roth IRA | Spouse | $15K – $50K | — |
| Roth IRA, U.S. bank account (cash) | Spouse | $1K – $15K | — |
| Veriphyr | Spouse | $1K – $15K | — |
| U.S. bank account #1 (cash) | — | $15K – $50K | Interest |
| Virginia 529 (Education) InVEST account | — | — | Cash Payments · $60.2K |
| 2021 Portfolio | — | $15K – $50K | — |
| 2024 Portfolio | — | $100K – $250K | — |
| 2027 Portfolio | — | $50K – $100K | — |
| Vanguard Global Capital Cycles Fund VGPMX | — | $1K – $15K | — |
| Fidelity Inherited IRA | — | — | Cash Distribution · $13.3K |
| Fidelity Govt Money Market SPAXX | — | $1K – $15K | — |
| Ishares Core S&P 500 ETF | — | $100K – $250K | — |
| ishares Core S&P Mid-Cap ETF | — | $50K – $100K | — |
| Ishares Core S&P Small Cap ETF | — | $50K – $100K | — |
| Ishares Edge MSCI Min VOL EAFE ETF | — | $15K – $50K | — |
| Ishares INC COre MSCI Emerging Mkts | — | $15K – $50K | — |
| Ishares Core US Aggregate Bond ETF | — | $1K – $15K | — |
| Millennium Trust Inherited IRA - Veriphyr Inc | — | $100K – $250K | — |
| Fidelity Four in one Index FFNOX | — | Under $1K | $5K – $15K |
| CLN trust - Loan to Veriphyr, Inc | — | $50K – $100K | — |
| WEN Trust | — | — | — |
| Loan to Veriphyr, Inc | — | $15K – $50K | — |
| Veriphyr Stock | — | $15K – $50K | — |
| CLN Trust - U.S. bank Account (Cash) | — | $1K – $15K | — |
| Personal Loan to Veriphyr | — | $15K – $50K | — |
| Fidelity Govt Money Market SPAXX | — | $15K – $50K | — |
| Veriphyr, Inc | — | $1K – $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.