66trades · $528K est.
0%
disclosed on time · 66 late, worst 220d over
$2.5Mest. assets · Termination
Stock trades
| Asset | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| VGIAX Vanguard Growth & Income Fund Admiral Shares | Buy | $1K – $15K | Self | Sep 15, 2020 | 40d late filing ↗ |
| QSERX AQR Small Cap Multi-Style Fund Class R6 Shares | Buy | $1K – $15K | Self | Sep 15, 2020 | 40d late filing ↗ |
| ABEYX American Beacon International Equity Fund Class Y Shares | Buy | $1K – $15K | Self | Sep 15, 2020 | 40d late filing ↗ |
| UISBX USAA Short-Term Bond Fund Institutional Class Shares | Buy | $1K – $15K | Self | Sep 15, 2020 | 40d late filing ↗ |
| UIINX USAA Income Fund Institutional Class Shares | Buy | $1K – $15K | Self | Sep 15, 2020 | 40d late filing ↗ |
| BCOIX Baird Core Plus Bond Fund Institutional Class Shares | Buy | $1K – $15K | Self | Sep 15, 2020 | 40d late filing ↗ |
| VEVRX Victory Sycamore Established Value Fund Class R6 Shares | Buy | $1K – $15K | Self | Sep 14, 2020 | 41d late filing ↗ |
| UMAFX USAA Managed Allocation Fund | Buy | $1K – $15K | Self | Sep 14, 2020 | 41d late filing ↗ |
| HHHFX Hartford Schroders Emerging Markets Equity Fund Class F Shares | Buy | $1K – $15K | Self | Sep 14, 2020 | 41d late filing ↗ |
| HLIZX Harding Loevner International Equity Portfolio Institutional Class Z Shares | Buy | $1K – $15K | Self | Sep 14, 2020 | 41d late filing ↗ |
| GICUX Goldman Sachs International Small Cap Insights Fund Class R6 Shares | Buy | $1K – $15K | Self | Sep 14, 2020 | 41d late filing ↗ |
| QSPRX AQR Style Premia Alternative Fund Class R6 Shares | Buy | $1K – $15K | Self | Sep 14, 2020 | 41d late filing ↗ |
| AHLIX American Beacon AHL Managed Futures Strategy Fund Class R5 Shares | Buy | $1K – $15K | Self | Sep 14, 2020 | 41d late filing ↗ |
| DEMIX Delaware Emerging Markets Fund Institutional Class Shares | Buy | $1K – $15K | Self | Sep 9, 2020 | 46d late filing ↗ |
| PEIFX PIMCO RAEEmerging Markets Fund Institutional Class Shares | Sell | $1K – $15K | Self | Sep 8, 2020 | 47d late filing ↗ |
| ISTB iShares Core 1-5 Year USD Bond ETF | Buy | $1K – $15K | Self | Jul 24, 2020 | 93d late filing ↗ |
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Class Shares | Buy | $1K – $15K | Self | Jul 22, 2020 | 95d late filing ↗ |
| COP ConocoPhillips | Buy | $1K – $15K | Self | Jun 24, 2020 | 123d late filing ↗ |
| AVGO Broadcom, Inc. | Buy | $1K – $15K | Self | Jun 24, 2020 | 123d late filing ↗ |
| RTXAX Russell Tax-Managed Real Assets Fund Class A Shares | Sell | $1K – $15K | Self | Jun 24, 2020 | 123d late filing ↗ |
| RTXAX Russell Tax-Managed Real Assets Fund Class A Shares | Sell | $1K – $15K | Self | Jun 22, 2020 | 125d late filing ↗ |
| HSY The Hershey Co. | Buy | $1K – $15K | Self | Jun 22, 2020 | 125d late filing ↗ |
| HSY The Hershey Co. | Buy | $1K – $15K | Self | Jun 22, 2020 | 125d late filing ↗ |
| COP ConocoPhillips | Buy | $1K – $15K | Self | Jun 22, 2020 | 125d late filing ↗ |
| AVGO Broadcom, Inc. | Buy | $1K – $15K | Self | Jun 22, 2020 | 125d late filing ↗ |
| SWGXX Schwab Government Money Fund Sweep Class Shares | Buy | $1K – $15K | Self | May 27, 2020 | 151d late filing ↗ |
| GETGX Victory Sycamore Established Value Fund Class R Shares | Buy | $1K – $15K | Self | May 18, 2020 | 160d late filing ↗ |
| VGIAX Vanguard Growth & Income Fund Admiral Shares | Buy | $1K – $15K | Self | May 18, 2020 | 160d late filing ↗ |
| UIINX USAA Income Fund Institutional Shares | Buy | $1K – $15K | Self | May 18, 2020 | 160d late filing ↗ |
| UMAFX USAA Managed Allocation Fund | Buy | $1K – $15K | Self | May 18, 2020 | 160d late filing ↗ |
| HLMIX Harding Loevner International Equity Portfolio | Buy | $1K – $15K | Self | May 18, 2020 | 160d late filing ↗ |
| GICIX Goldman Sachs International Small Cap Insights Fund | Buy | $1K – $15K | Self | May 18, 2020 | 160d late filing ↗ |
| BCOIX Baird Core Plus Bond Fund | Buy | $1K – $15K | Self | May 18, 2020 | 160d late filing ↗ |
| BA Boeing co com | Sell | $1K – $15K | Self | May 14, 2020 | 164d late filing ↗ |
| AAPL Apple INC Com | Sell | $1K – $15K | Self | May 14, 2020 | 164d late filing ↗ |
| T AT&T INC COM USD1 | Buy | $1K – $15K | Self | May 14, 2020 | 164d late filing ↗ |
| AAPL Apple, Inc. | Sell | $1K – $15K | Self | May 12, 2020 | 166d late filing ↗ |
| T AT&T INC COM USD1 | Buy | $1K – $15K | Self | May 12, 2020 | 166d late filing ↗ |
| ABEYX American Beacon International Equity Fund Class Y | Buy | $1K – $15K | Self | May 6, 2020 | 172d late filing ↗ |
| VEVRX Victory Sycamore Established Value Fund Class R6 Shares | Buy | $1K – $15K | Self | May 6, 2020 | 172d late filing ↗ |
| VGIAX Vanguard Growth and Income Fund Admiral Shares | Buy | $1K – $15K | Self | May 6, 2020 | 172d late filing ↗ |
| UIINX USAA Income Fund Institutional Shares | Buy | $1K – $15K | Self | May 6, 2020 | 172d late filing ↗ |
| UMAFX USAA Managed Allocation Fund | Buy | $1K – $15K | Self | May 6, 2020 | 172d late filing ↗ |
| HLMIX Harding Loevner International Equity Portfolio | Buy | $1K – $15K | Self | May 6, 2020 | 172d late filing ↗ |
| GICIX Goldman Sachs International Small Cap Insights Fund | Buy | $1K – $15K | Self | May 6, 2020 | 172d late filing ↗ |
| BCOIX Baird Core Plus Bond | Buy | $1K – $15K | Self | May 6, 2020 | 172d late filing ↗ |
| AHLIX American Beacon AHL Managed Futures Strategy F | Buy | $1K – $15K | Self | May 6, 2020 | 172d late filing ↗ |
| GICUX Goldman Sachs International Small Cap Insights Fund Class R6 Shares | Sell | $1K – $15K | Self | Apr 24, 2020 | 184d late filing ↗ |
| ABEYX American Beacon International Equity Fund Class Y Shares | Sell | $1K – $15K | Self | Apr 24, 2020 | 184d late filing ↗ |
| UIINX USAA Income Fund Institutional Class Shares | Buy | $1K – $15K | Self | Apr 24, 2020 | 184d late filing ↗ |
| UISBX USAA Short-Term Bond Fund Institutional Class Shares | Buy | $1K – $15K | Self | Apr 24, 2020 | 184d late filing ↗ |
| BCOIX Baird Core Plus Bond Fund Institutional Class Shares | Buy | $1K – $15K | Self | Apr 24, 2020 | 184d late filing ↗ |
| AHLIX American Beacon AHL Managed Futures Strategy Fund Class R5 Shares | Buy | $1K – $15K | Self | Apr 24, 2020 | 184d late filing ↗ |
| QSPRX AQR Style Premia Alternative Fund Class R6 Shares | Buy | $1K – $15K | Self | Apr 24, 2020 | 184d late filing ↗ |
| IEFA iShares Core MSCI EAFE ETF | Sell | $1K – $15K | Self | Apr 3, 2020 | 205d late filing ↗ |
| EMB iSharesJPMorgan USDEmerging Markets Bond ETF | Buy | $1K – $15K | Self | Apr 3, 2020 | 205d late filing ↗ |
| WEC WEC Energy Group, Inc. | Sell | $1K – $15K | Self | Apr 2, 2020 | 206d late filing ↗ |
| DGX Quest Diagnostics, Inc. | Sell | $1K – $15K | Self | Apr 2, 2020 | 206d late filing ↗ |
| TSN Tyson Foods, Inc. | Buy | $1K – $15K | Self | Apr 2, 2020 | 206d late filing ↗ |
| TRV The Travelers Cos., Inc. | Buy | $1K – $15K | Self | Apr 2, 2020 | 206d late filing ↗ |
| EXC Exelon Corporation | Buy | $1K – $15K | Self | Apr 2, 2020 | 206d late filing ↗ |
| IEFA ISHARES Trust Core MSCI EAFE ETF | Buy | $1K – $15K | Self | Mar 26, 2020 | 213d late filing ↗ |
| VEVRX Victory Sycamore Established Value Fund Class R6 Shares | Buy | $1K – $15K | Self | Mar 25, 2020 | 214d late filing ↗ |
| UIHIX USAA High Income Fund INSTL | Buy | $1K – $15K | Self | Mar 25, 2020 | 214d late filing ↗ |
| IEF ISHARES TR Barclays 7 10 YR | Sell | $1K – $15K | Self | Mar 21, 2020 | 218d late filing ↗ |
| QSMLX AQR Small Cap Multi Style FD CL | Sell | $1K – $15K | Self | Mar 19, 2020 | 220d late filing ↗ |
Asset holdings
Termination · filed —| Account or section | Positions | Est. value |
|---|---|---|
| Employment assets | 145 | $1.7M |
| Spouse's assets | 55 | $425.5K |
| Other assets | 5 | $347.5K |
All positions
205 positions| Asset | Account | Owner | Value | Income |
|---|---|---|---|---|
| Allianz Life Insurance Company of North America, fixed annuity | Other assets | — | $100K – $250K | — |
| JPMorgan Equity Income Fund Class A Shares OIEIX | Employment assets | Self | $50K – $100K | — |
| Schwab US Small-Cap ETF SCHA | Employment assets | Self | $50K – $100K | — |
| Vanguard Growth & Income Fund Admiral Shares VGIAX | Employment assets | Self | $50K – $100K | — |
| OneAmerica, American United Life Insurance Company, whole life | Other assets | — | $50K – $100K | — |
| PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP | Employment assets | Self | $15K – $50K | — |
| Schwab US Mid-Cap ETF SCHM | Employment assets | Self | $15K – $50K | — |
| SchwabEmerging Markets Equity ETF SCHE | Employment assets | Self | $15K – $50K | — |
| Schwab International Equity SCHF | Employment assets | Self | $15K – $50K | — |
| ConocoPhillips COP | Employment assets | Self | $15K – $50K | — |
| Corning, Inc. GLW | Employment assets | Self | $15K – $50K | — |
| Golub Capital BDC Inc GBDC | Employment assets | Self | $15K – $50K | — |
| International Paper Co. IP | Employment assets | Self | $15K – $50K | — |
| Medtronic Plc MDT | Employment assets | Self | $15K – $50K | — |
| Schwab Emerging Markets Equity ETF SCHE | Employment assets | Self | $15K – $50K | — |
| Schwab International Equity ETF SCHF | Employment assets | Self | $15K – $50K | — |
| Vanguard Growth & Income Fund Admiral Shares VGIAX | Employment assets | Self | $15K – $50K | $2.5K – $5K |
| Baird Core Plus Bond Fund Institutional Class Shares BCOIX | Employment assets | Self | $15K – $50K | — |
| Goldman Sachs International Small Cap Insights Fund Class R6 Shares GICUX | Employment assets | Self | $15K – $50K | — |
| International Equity Portfolio Institutional Class Z Shares HLIZX | Employment assets | Self | $15K – $50K | — |
| USAA Managed Allocation Fund UMAFX | Employment assets | Self | $15K – $50K | — |
| Victory Sycamore Established Value Fund Class R6 Shares VEVRX | Employment assets | Self | $15K – $50K | — |
| Vanguard Growth & Income Fund Admiral Shares VGIAX | Employment assets | Self | $15K – $50K | — |
| PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP | Spouse's assets | Spouse | $15K – $50K | — |
| Truest Bank (cash) | Other assets | — | $15K – $50K | — |
| AAFMAA Life Insurance, whole life | Other assets | — | $15K – $50K | — |
| Philatelic Collection | Other assets | — | $15K – $50K | — |
| Fidelity Government Cash Reserves FDRXX | Employment assets | Self | $1K – $15K | — |
| iShares Core High Dividend ETF HDV | Employment assets | Self | $1K – $15K | — |
| iShares Core International Aggregate Bond ETF IAGG | Employment assets | Self | $1K – $15K | — |
| Cambria Tail Risk ETF TAIL | Employment assets | Self | $1K – $15K | — |
| Invesco QQQ Trust, Series 1 QQQ | Employment assets | Self | $1K – $15K | — |
| Invesco S&P 500 Equal Weight ETF RSP | Employment assets | Self | $1K – $15K | — |
| iShares MSCI Emerging Markets ex China ETF EMXC | Employment assets | Self | $1K – $15K | — |
| iShares Core MSCI Europe ETF IEUR | Employment assets | Self | $1K – $15K | — |
| Pacer Trendpilot US Bond ETF PTBD | Employment assets | Self | $1K – $15K | — |
| Invesco Actively Managed ETF FD PDBC | Employment assets | Self | $1K – $15K | — |
| iShares Gold Trust IAU | Employment assets | Self | $1K – $15K | — |
| iShares US Real Estate ETF IYR | Employment assets | Self | $1K – $15K | — |
| Schwab Treasury Obligations Money Fund Investor Class Shares SNOXX | Employment assets | Self | $1K – $15K | — |
| Apple, Inc. AAPL | Employment assets | Self | $1K – $15K | — |
| Berkshire Hathaway Inc. BRKB | Employment assets | Self | $1K – $15K | — |
| Comcast Corp. CMCSA | Employment assets | Self | $1K – $15K | — |
| Exxon Mobil Corp. XOM | Employment assets | Self | $1K – $15K | — |
| General Motors Co. GM | Employment assets | Self | $1K – $15K | — |
| Johnson & Johnson JNJ | Employment assets | Self | $1K – $15K | — |
| Markel Corp. MKL | Employment assets | Self | $1K – $15K | — |
| Medtronic Plc MDT | Employment assets | Self | $1K – $15K | — |
| Microsoft Corp. MSFT | Employment assets | Self | $1K – $15K | — |
| Raytheon Co. RTN | Employment assets | Self | $1K – $15K | — |
| tc Energy Corp TRP | Employment assets | Self | $1K – $15K | — |
| Visa, Inc. V | Employment assets | Self | $1K – $15K | — |
| Walmart, Inc. WMT | Employment assets | Self | $1K – $15K | — |
| The Walt Disney Co. DIS | Employment assets | Self | $1K – $15K | — |
| Schwab US Mid-Cap ETF SCHM | Employment assets | Self | $1K – $15K | — |
| First TrustNorth American Energy Infrastructure Fund EMLP | Employment assets | Self | $1K – $15K | — |
| Invesco S&P 500 Equal Weight Health Care ETF RYH | Employment assets | Self | $1K – $15K | — |
| Invesco S&P 500 Equal Weight Materials ETF RTM | Employment assets | Self | $1K – $15K | — |
| SchwabEmerging Markets Equity ETF SCHE | Employment assets | Self | $1K – $15K | — |
| Schwab International Equity ETF SCHF | Employment assets | Self | $1K – $15K | — |
| Schwab US Small-Cap ETF SCHA | Employment assets | Self | $1K – $15K | — |
| Gaming & Leisure Properties, Inc. GLPI | Employment assets | Self | $1K – $15K | — |
| Comcast Corp. CMCSA | Employment assets | Self | $1K – $15K | — |
| Schwab Government Money Fund Sweep Class Shares SWGXX | Employment assets | Self | $1K – $15K | — |
| Apple, Inc. AAPL | Employment assets | Self | $1K – $15K | — |
| Berkshire Hathaway Inc. BRKB | Employment assets | Self | $1K – $15K | — |
| Exxon Mobil Corp. XOM | Employment assets | Self | $1K – $15K | — |
| General Motors Co. GM | Employment assets | Self | $1K – $15K | — |
| Johnson & Johnson JNJ | Employment assets | Self | $1K – $15K | — |
| Markel Corp. MKL | Employment assets | Self | $1K – $15K | — |
| Medtronic Plc MDT | Employment assets | Self | $1K – $15K | — |
| Microsoft Corp. MSFT | Employment assets | Self | $1K – $15K | — |
| Raytheon Co. RTN | Employment assets | Self | $1K – $15K | — |
| TC Energy Corp TRP | Employment assets | Self | $1K – $15K | — |
| Verizon Communications, Inc. VZ | Employment assets | Self | $1K – $15K | — |
| Visa, Inc. V | Employment assets | Self | $1K – $15K | — |
| Walmart, Inc. WMT | Employment assets | Self | $1K – $15K | — |
| The Walt Disney Co. DIS | Employment assets | Self | $1K – $15K | — |
| First TrustNorth American Energy Infrastructure Fund EMLP | Employment assets | Self | $1K – $15K | — |
| Invesco S&P 500 Equal Weight Health Care ETF RYH | Employment assets | Self | $1K – $15K | — |
| Invesco S&P 500 Equal Weight Materials ETF RTM | Employment assets | Self | $1K – $15K | — |
| Gaming & Leisure Properties, Inc. GLPI | Employment assets | Self | $1K – $15K | — |
| General Mills, Inc. GIS | Employment assets | Self | $1K – $15K | — |
| Apple, Inc. AAPL | Employment assets | Self | $1K – $15K | — |
| Ares Capital Corp ARCC | Employment assets | Self | $1K – $15K | — |
| Blackstone Group Inc BX | Employment assets | Self | $1K – $15K | — |
| Comcast Corp. CMCSA | Employment assets | Self | $1K – $15K | — |
| Bank of America Corp. BAC | Employment assets | Self | $1K – $15K | — |
| Enbridge Inc. ENB | Employment assets | Self | $1K – $15K | — |
| FNFV Group FNF | Employment assets | Self | $1K – $15K | — |
| General Motors Co. GM | Employment assets | Self | $1K – $15K | — |
| Johnson & Johnson JNJ | Employment assets | Self | $1K – $15K | — |
| Eli Lilly & Co. LLY | Employment assets | Self | $1K – $15K | — |
| Mercury General Corp. MCY | Employment assets | Self | $1K – $15K | — |
| Microsoft Corp. MSFT | Employment assets | Self | $1K – $15K | — |
| Pub Svc Enterprise GP PEG | Employment assets | Self | $1K – $15K | — |
| Raytheon Technologies Co RTX | Employment assets | Self | $1K – $15K | — |
| Seagate Technology Plc STX | Employment assets | Self | $1K – $15K | — |
| Sysco Corp. SYY | Employment assets | Self | $1K – $15K | — |
| TC Energy Group TRP | Employment assets | Self | $1K – $15K | — |
| Verizon Communications, Inc. VZ | Employment assets | Self | $1K – $15K | — |
| Visa, Inc. V | Employment assets | Self | $1K – $15K | — |
| The Walt Disney Co. DIS | Employment assets | Self | $1K – $15K | — |
| The Williams Cos., Inc. WMB | Employment assets | Self | $1K – $15K | — |
| Schwab US Mid-Cap ETF SCHM | Employment assets | Self | $1K – $15K | — |
| Schwab US Small Cap ETF CHSA | Employment assets | Self | $1K – $15K | — |
| Gaming & Leisure Properties, Inc. GLPI | Employment assets | Self | $1K – $15K | — |
| NextEra Energy Partne LP NEP | Employment assets | Self | $1K – $15K | — |
| Weyerhaeuser Co. WY | Employment assets | Self | $1K – $15K | — |
| Vodafone Group VOD | Employment assets | Self | $1K – $15K | Capital Gains · $201 – $1K |
| AQR Small Cap Multi-Style Fund Class R6 Shares QSERX | Employment assets | Self | $1K – $15K | — |
| Emerging Markets Fund Institutional Class Shares DEMIX | Employment assets | Self | $1K – $15K | — |
| Dow, Inc. DOW | Employment assets | Self | $1K – $15K | Capital Gains · $201 – $1K |
| Exxon Mobil Corp. XOM | Employment assets | Self | $1K – $15K | Capital Gains · $201 – $1K |
| General Motors Co. GM | Employment assets | Self | $1K – $15K | Capital Gains · $201 – $1K |
| Hartford Schroders Emerging Markets Equity Fund Class F Shares HHHFX | Employment assets | Self | $1K – $15K | — |
| iShares Edge MSCI USA Quality Factor ETF QUAL | Employment assets | Self | $1K – $15K | — |
| Mercury General Corp. MCY | Employment assets | Self | $1K – $15K | Capital Gains · $201 – $1K |
| Phillips 66 PSX | Employment assets | Self | $1K – $15K | Capital Gains · $201 – $1K |
| TCWEmerging Markets Income Fund Class I Shares TGEIX | Employment assets | Self | $1K – $15K | — |
| Total SE F Sponsored ADR TOT | Employment assets | Self | $1K – $15K | — |
| U.S. Bancorp USB | Employment assets | Self | $1K – $15K | Capital Gains · $201 – $1K |
| WestRock Co. WRK | Employment assets | Self | $1K – $15K | Capital Gains · $201 – $1K |
| Goldman Sachs International Small Cap Insights Fund Class R6 Shares GICUX | Employment assets | Self | $1K – $15K | — |
| International Equity Portfolio Institutional Class Z Shares HLIZX | Employment assets | Self | $1K – $15K | — |
| Hartford Schroders Emerging Markets Equity Fund Class F Shares HHHFX | Employment assets | Self | $1K – $15K | — |
| USAA Managed Allocation Fund UMAFX | Employment assets | Self | $1K – $15K | — |
| A T &T Inc T | Employment assets | Self | $1K – $15K | — |
| 3M Co. MMM | Employment assets | Self | $1K – $15K | — |
| First TrustNorth American Energy Infrastructure Fund EMLP | Employment assets | Self | $1K – $15K | — |
| Lazard Global Listed Infrastructure Portfolio Institutional Shares GLIFX | Employment assets | Self | $1K – $15K | — |
| Templeton Global Income GIM | Employment assets | Self | $1K – $15K | — |
| Baird Core Plus Bond Fund Institutional Class Shares BCOIX | Employment assets | Self | $1K – $15K | — |
| Fidelity Government Cash Reserves FDRXX | Employment assets | Self | $1K – $15K | — |
| PzenaEmerging Markets Value Fund Investor Class Shares PZVEX | Employment assets | Self | $1K – $15K | — |
| WCM Focused International Growth Fund Investor Class Shares WCMRX | Employment assets | Self | $1K – $15K | — |
| North Star Dividend Fund Class I Shares NSDVX | Employment assets | Self | $1K – $15K | — |
| North Star Opportunity Fund Class A Shares NSOPX | Employment assets | Self | $1K – $15K | — |
| DoubleLine Total Return Bond Fund Class I Shares DBLTX | Employment assets | Self | $1K – $15K | — |
| Lord Abbett Short Duration Income Fund Class A Shares LALDX | Employment assets | Self | $1K – $15K | — |
| Apple, Inc. AAPL | Spouse's assets | Spouse | $1K – $15K | — |
| Schwab Government Money Fund Sweep Class Shares SWGXX | Spouse's assets | Spouse | $1K – $15K | — |
| Schwab Treasury Obligations Money Fund Investor Class Shares SNOXX | Spouse's assets | Spouse | $1K – $15K | — |
| Berkshire Hathaway Inc. BRKB | Spouse's assets | Spouse | $1K – $15K | — |
| Comcast Corp. CMCSA | Spouse's assets | Spouse | $1K – $15K | — |
| Exxon Mobil Corp. XOM | Spouse's assets | Spouse | $1K – $15K | — |
| General Motors Co. GM | Spouse's assets | Spouse | $1K – $15K | — |
| Johnson & Johnson JNJ | Spouse's assets | Spouse | $1K – $15K | — |
| Markel Corp. MKL | Spouse's assets | Spouse | $1K – $15K | — |
| Medtronic Plc MDT | Spouse's assets | Spouse | $1K – $15K | — |
| Microsoft Corp. MSFT | Spouse's assets | Spouse | $1K – $15K | — |
| Raytheon Co. RTN | Spouse's assets | Spouse | $1K – $15K | — |
| TC Energy Corp TRP | Spouse's assets | Spouse | $1K – $15K | — |
| Visa, Inc. V | Spouse's assets | Spouse | $1K – $15K | — |
| Walmart, Inc. WMT | Spouse's assets | Spouse | $1K – $15K | — |
| The Walt Disney Co. DIS | Spouse's assets | Spouse | $1K – $15K | — |
| Schwab US Mid-Cap ETF SCHM | Spouse's assets | Spouse | $1K – $15K | — |
| First TrustNorth American Energy Infrastructure Fund EMLP | Spouse's assets | Spouse | $1K – $15K | — |
| Invesco S&P 500 Equal Weight Health Care ETF RYH | Spouse's assets | Spouse | $1K – $15K | — |
| Invesco S&P 500 Equal Weight Materials ETF RTM | Spouse's assets | Spouse | $1K – $15K | — |
| PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP | Spouse's assets | Spouse | $1K – $15K | — |
| SchwabEmerging Markets Equity ETF SCHE | Spouse's assets | Spouse | $1K – $15K | — |
| Schwab International Equity ETF SCHF | Spouse's assets | Spouse | $1K – $15K | — |
| Schwab Emerging Markets Equity ETF SCHE | Spouse's assets | Spouse | $1K – $15K | — |
| Gaming & Leisure Properties, Inc. GLPI | Spouse's assets | Spouse | $1K – $15K | — |
| Schwab Government Money Fund Sweep Class Shares SWGXX | Spouse's assets | Spouse | $1K – $15K | — |
| Schwab Treasury Obligations Money Fund Investor Class Shares SNOXX | Spouse's assets | Spouse | $1K – $15K | — |
| Apple, Inc. AAPL | Spouse's assets | Spouse | $1K – $15K | — |
| Berkshire Hathaway Inc. BRKB | Spouse's assets | Spouse | $1K – $15K | — |
| Comcast Corp. CMCSA | Spouse's assets | Spouse | $1K – $15K | — |
| Exxon Mobil Corp. XOM | Spouse's assets | Spouse | $1K – $15K | — |
| General Motors Co. GM | Spouse's assets | Spouse | $1K – $15K | — |
| Johnson & Johnson JNJ | Spouse's assets | Spouse | $1K – $15K | — |
| Markel Corp. MKL | Spouse's assets | Spouse | $1K – $15K | — |
| Medtronic Plc MDT | Spouse's assets | Spouse | $1K – $15K | — |
| Microsoft Corp. MSFT | Spouse's assets | Spouse | $1K – $15K | — |
| Raytheon Co. RTN | Spouse's assets | Spouse | $1K – $15K | — |
| TC Energy Corp TRP | Spouse's assets | Spouse | $1K – $15K | — |
| Visa, Inc. V | Spouse's assets | Spouse | $1K – $15K | — |
| Walmart, Inc. WMT | Spouse's assets | Spouse | $1K – $15K | — |
| The Walt Disney Co. DIS | Spouse's assets | Spouse | $1K – $15K | — |
| Schwab US Mid-Cap ETF SCHM | Spouse's assets | Spouse | $1K – $15K | — |
| First TrustNorth American Energy Infrastructure Fund EMLP | Spouse's assets | Spouse | $1K – $15K | — |
| Invesco S&P 500 Equal Weight Health Care ETF RYH | Spouse's assets | Spouse | $1K – $15K | — |
| Invesco S&P 500 Equal Weight Materials ETF RTM | Spouse's assets | Spouse | $1K – $15K | — |
| Schwab Emerging Markets Equity ETF SCHE | Spouse's assets | Spouse | $1K – $15K | — |
| Schwab International Equity ETF SCHF | Spouse's assets | Spouse | $1K – $15K | — |
| Schwab US Small-Cap ETF SCHA | Spouse's assets | Spouse | $1K – $15K | — |
| Gaming & Leisure Properties, Inc. GLPI | Spouse's assets | Spouse | $1K – $15K | — |
| Fidelity Government Cash Reserves FDRXX | Employment assets | Self | Under $1K | — |
| Schwab Government Money Fund Sweep Class Shares SWGXX | Employment assets | Self | Under $1K | — |
| Verizon Communications, Inc. VZ | Employment assets | Self | Under $1K | — |
| AQR Small Cap Multi-Style Fund Class R6 Shares QSERX | Employment assets | Self | Under $1K | — |
| TCWEmerging Markets Income Fund Class I Shares TGEIX | Employment assets | Self | Under $1K | — |
| Verizon Communications, Inc. VZ | Spouse's assets | Spouse | Under $1K | Dividends |
| Verizon Communications, Inc. VZ | Spouse's assets | Spouse | Under $1K | — |
| Fidelity Traditional IRA...389 | Employment assets | Self | — | — |
| Fidelity Traditional IRA ...151 | Employment assets | Self | — | — |
| The Charles Schwab Roth IRA | Employment assets | Self | — | — |
| Charles Schwab Traditional IRA | Employment assets | Self | — | — |
| Charles Schwab Managed Account | Employment assets | Self | $500K – $1M | Capital Gains Interest · $15K – $50K |
| Fidelity IRA ...564 | Employment assets | Self | — | — |
| Coldwell Banker Realty (Residential Realtor) | Spouse's assets | Spouse | — | Commissions on sales |
| Charles Schwab Roth IRA | Spouse's assets | Spouse | — | — |
| Charles Schwab Traditional IRA | Spouse's assets | Spouse | — | — |
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.