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 |
Spouse's assets
55 positions, as filed · back to all 205| Asset | Owner | Value | Income |
|---|---|---|---|
| Coldwell Banker Realty (Residential Realtor) | Spouse | — | Commissions on sales |
| Charles Schwab Roth IRA | Spouse | — | — |
| Apple, Inc. AAPL | Spouse | $1K – $15K | — |
| Schwab Government Money Fund Sweep Class Shares SWGXX | Spouse | $1K – $15K | — |
| Schwab Treasury Obligations Money Fund Investor Class Shares SNOXX | Spouse | $1K – $15K | — |
| Berkshire Hathaway Inc. BRKB | Spouse | $1K – $15K | — |
| Comcast Corp. CMCSA | Spouse | $1K – $15K | — |
| Exxon Mobil Corp. XOM | Spouse | $1K – $15K | — |
| General Motors Co. GM | Spouse | $1K – $15K | — |
| Johnson & Johnson JNJ | Spouse | $1K – $15K | — |
| Markel Corp. MKL | Spouse | $1K – $15K | — |
| Medtronic Plc MDT | Spouse | $1K – $15K | — |
| Microsoft Corp. MSFT | Spouse | $1K – $15K | — |
| Raytheon Co. RTN | Spouse | $1K – $15K | — |
| TC Energy Corp TRP | Spouse | $1K – $15K | — |
| Verizon Communications, Inc. VZ | Spouse | Under $1K | Dividends |
| Visa, Inc. V | Spouse | $1K – $15K | — |
| Walmart, Inc. WMT | Spouse | $1K – $15K | — |
| The Walt Disney Co. DIS | Spouse | $1K – $15K | — |
| Schwab US Mid-Cap ETF SCHM | Spouse | $1K – $15K | — |
| First TrustNorth American Energy Infrastructure Fund EMLP | Spouse | $1K – $15K | — |
| Invesco S&P 500 Equal Weight Health Care ETF RYH | Spouse | $1K – $15K | — |
| Invesco S&P 500 Equal Weight Materials ETF RTM | Spouse | $1K – $15K | — |
| PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP | Spouse | $1K – $15K | — |
| SchwabEmerging Markets Equity ETF SCHE | Spouse | $1K – $15K | — |
| Schwab International Equity ETF SCHF | Spouse | $1K – $15K | — |
| Schwab Emerging Markets Equity ETF SCHE | Spouse | $1K – $15K | — |
| Gaming & Leisure Properties, Inc. GLPI | Spouse | $1K – $15K | — |
| Charles Schwab Traditional IRA | Spouse | — | — |
| Schwab Government Money Fund Sweep Class Shares SWGXX | Spouse | $1K – $15K | — |
| Schwab Treasury Obligations Money Fund Investor Class Shares SNOXX | Spouse | $1K – $15K | — |
| Apple, Inc. AAPL | Spouse | $1K – $15K | — |
| Berkshire Hathaway Inc. BRKB | Spouse | $1K – $15K | — |
| Comcast Corp. CMCSA | Spouse | $1K – $15K | — |
| Exxon Mobil Corp. XOM | Spouse | $1K – $15K | — |
| General Motors Co. GM | Spouse | $1K – $15K | — |
| Johnson & Johnson JNJ | Spouse | $1K – $15K | — |
| Markel Corp. MKL | Spouse | $1K – $15K | — |
| Medtronic Plc MDT | Spouse | $1K – $15K | — |
| Microsoft Corp. MSFT | Spouse | $1K – $15K | — |
| Raytheon Co. RTN | Spouse | $1K – $15K | — |
| TC Energy Corp TRP | Spouse | $1K – $15K | — |
| Verizon Communications, Inc. VZ | Spouse | Under $1K | — |
| Visa, Inc. V | Spouse | $1K – $15K | — |
| Walmart, Inc. WMT | Spouse | $1K – $15K | — |
| The Walt Disney Co. DIS | Spouse | $1K – $15K | — |
| Schwab US Mid-Cap ETF SCHM | Spouse | $1K – $15K | — |
| First TrustNorth American Energy Infrastructure Fund EMLP | Spouse | $1K – $15K | — |
| Invesco S&P 500 Equal Weight Health Care ETF RYH | Spouse | $1K – $15K | — |
| Invesco S&P 500 Equal Weight Materials ETF RTM | Spouse | $1K – $15K | — |
| PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP | Spouse | $15K – $50K | — |
| Schwab Emerging Markets Equity ETF SCHE | Spouse | $1K – $15K | — |
| Schwab International Equity ETF SCHF | Spouse | $1K – $15K | — |
| Schwab US Small-Cap ETF SCHA | Spouse | $1K – $15K | — |
| Gaming & Leisure Properties, Inc. GLPI | Spouse | $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.