Robert L Wilkie
0trades
$1.3Mest. assets · Termination
No published trades on file.
Asset holdings
Termination · filed —All positions
46 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| Ishares Iboxx Invt GRD | Self | $15K – $50K | — |
| Ishares Core S&P Mid Cap | Self | $15K – $50K | — |
| Ishares Russell 1000 Value ETF | Self | $15K – $50K | — |
| Ishares Exponential Technologies ETF | Self | $15K – $50K | — |
| SPDR North American Natural Resource ETF | Self | $15K – $50K | — |
| Vanguard REIT ETF | Self | $15K – $50K | — |
| Vanguard Large Cap Index VLISX | Self | $15K – $50K | — |
| Dfa Emerging Markets Core Equity | Self | $1K – $15K | — |
| Dfa Int SM Cap Val Port | Self | $1K – $15K | — |
| Dfa US Large Cap Value | Self | $50K – $100K | — |
| Dfa Small Cap I | Self | $15K – $50K | — |
| Dfa Large Cap International I | Self | $15K – $50K | — |
| Dfa Intermediate Govt Fixed Income | Self | $50K – $100K | — |
| Dfa Five Year Global Fixed PTF | Self | $15K – $50K | — |
| Dfa Short Term Ext Quality PTF | Self | $15K – $50K | — |
| Dfa International Value | Self | $15K – $50K | — |
| Ripon Society (political Party Organization) | Spouse | — | salary, bonus |
| U.S. investment account (cash) | Spouse | $1K – $15K | — |
| TD US Govt Portfolio | Spouse | $1K – $15K | — |
| Vanguard Growth Index ETF VIGIX | Spouse | $15K – $50K | — |
| Vanguard Long-Term Treasury | Spouse | $50K – $100K | — |
| Ripon Society 401K Profit Sharing Plan | Spouse | — | — |
| T. Rowe Price Retirement 2020 Adv | Spouse | $1K – $15K | — |
| iShares S&P 500 Index | Spouse | $1K – $15K | — |
| TD US Government Portfolio | Spouse | $1K – $15K | — |
| iShares iBoxx $ Invest Grade Corp Bond | Spouse | $1K – $15K | — |
| Ishares Core S&P Mid Cap | Spouse | $1K – $15K | — |
| iShares Russell 1000 Value Index | Spouse | $15K – $50K | — |
| Ishares Exponential Technologies | Spouse | $1K – $15K | — |
| SPDR North American Natural Resources | Spouse | $1K – $15K | — |
| Vanguard REIT ETF | Spouse | $1K – $15K | — |
| Vanguard Growth VUG | Spouse | $1K – $15K | — |
| Dfa Emerging Markets Core Equity DFCEX | Spouse | $1K – $15K | — |
| Dfa International Small Cap Value DISVX | Spouse | $1K – $15K | — |
| Dfa US Large Cap Value DFLVX | Spouse | $1K – $15K | — |
| Dfa US Small Cap DFSTX | Spouse | $1K – $15K | — |
| Dfa Large Cap International DFALX | Spouse | $1K – $15K | — |
| Dfa Intermediate Government Fixed Income DFIGX | Spouse | $1K – $15K | — |
| Dfa Five Year Global Fixed | Spouse | $1K – $15K | — |
| Dfa Short Term Extended Quality | Spouse | $1K – $15K | — |
| Dfa International Value DFEQX | Spouse | $15K – $50K | — |
| Vanguard Short Term Treasury VFIRX | Spouse | $1K – $15K | — |
| Commercial Real Estate, Fayetteville, NC | — | $250K – $500K | Rent or Royalties |
| U.S. bank account (cash) | — | $15K – $50K | Interest · $201 – $1K |
| U.S. bank account (cash) | — | $15K – $50K | Interest · $1K – $2.5K |
| U.S. bank account (cash) | — | $1K – $15K | Interest · $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.