Patrick Pizzella
1trades · $32.5K est.
$2.7Mest. assets · Termination
Stock trades
Asset holdings
Termination · filed —All positions
28 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| NYL Guarenteed Lifetime Income Ann II Annuity | Self | $500K – $1M | $50K – $100K |
| Schwab IRA | Spouse | — | — |
| PIMCO Total Return Fund INSTL CL PTTRX | Spouse | $15K – $50K | $1K – $2.5K |
| PIMCO Foreign Bond (USD-Hedged) I PFORX | Spouse | $15K – $50K | $1K – $2.5K |
| DFA U.S. Large Co. Institutional Portfolio DFUSX | Spouse | $50K – $100K | $5K – $15K |
| DFA U.S. Small Cap Value DFSVX | Spouse | $100K – $250K | $5K – $15K |
| DFA U.S. Large Cap Value Portfolio INSTLI DFLVX | Spouse | $15K – $50K | $1K – $2.5K |
| Schwab 1000 Index SNXFX | Spouse | $1K – $15K | $201 – $1K |
| Artisan International INSTL ARTIX | Spouse | $15K – $50K | — |
| DFA International Small Cap Value DISVX | Spouse | $15K – $50K | $1K – $2.5K |
| American Funds EuroPacific Gr Fund AEPGX | Spouse | $1K – $15K | $201 – $1K |
| Harbor International INSTL HAINX | Spouse | $15K – $50K | $201 – $1K |
| Cohen & Steers Realty Shares CSRSX | Spouse | $15K – $50K | $1K – $2.5K |
| Lord Abbett Short Duration Income Fund CL I LLDYX | Spouse | $100K – $250K | $5K – $15K |
| Schwab Bank Sweep Account | Spouse | $50K – $100K | — |
| Vanguard 401 K | Spouse | — | — |
| Vanguard Total Bond Market Index Fund Institutional Plus VBMPX | Spouse | $50K – $100K | $1K – $2.5K |
| Vanguard Institutional Index Fund Inst Plus VIIIX | Spouse | $250K – $500K | $5K – $15K |
| Fidelity Diversified International Fund CL K FDIKX | Spouse | $15K – $50K | $1K – $2.5K |
| Loomis Sayles Bond Fund Retail Class LSBRX | Spouse | $15K – $50K | Dividends Capital Gains · $1K – $2.5K |
| Schwab Trust | Spouse | — | — |
| Vanguard Life Strategy Moderate Growth Fund VSMGX | Spouse | $250K – $500K | Dividends Capital Gains · $5K – $15K |
| Vanguard High Dividend Yield Index VHYAX | Spouse | $15K – $50K | Dividends Capital Gains · $1K – $2.5K |
| Federated Strategic Value Dividend Fund SVAAX | — | $15K – $50K | $201 – $1K |
| Vanguard Intermediate VCIT | — | $50K – $100K | $201 – $1K |
| Wisdom Tree US High End DHS | — | $50K – $100K | $201 – $1K |
| Columbia Dividend Income LBSAX | — | $50K – $100K | $201 – $1K |
| Vanguard High Dividend Yield Index VHYAX | — | $50K – $100K | $201 – $1K |
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.